Integrated Financial Partners
Finance · Maine, United States · 1-10 Employees
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Overview
Headquarters
171 Warren Ave, Portland, Maine, 04103, ...Phone Number
(207) 233-4800Website
www.adamrothbart.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Integrated Financial Partners
Adam Rothbart is an independent financial planning and wealth management firm based in Scarborough, ME, specializing in assisting business owners and corporate executives with asset investment and legacy building. The firm operates as a fiduciary, prioritizing clients' needs and ensuring transparency throughout the financial planning process. With a commitment to high standards and honest work, they aim to serve their clients effectively. Their services are tailored to meet the unique financial goals of their clients, ensuring customized planning and advice.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Integrated Financial Part...
<$5M
1-10
Private
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RA
Richard AustinExecutive Director, Estate & Business Planning
Company Profile Activity
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Adam Rothbart is an independent financial planning and wealth management firm based in Scarborough, ME, specializing in assisting business owners and corporate executives with asset investment and legacy building. The firm operates as a fiduciary, prioritizing clients' needs and ensuring transparency throughout the financial planning process. With... Read More
