Integrated Financial Partners

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

300 5th Ave Ste 3, Waltham, Massachusett...

Phone Number

(781) 556-8084

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Integrated Financial Partners

Integrated Financial Partners is a fee-based financial services firm that offers comprehensive financial planning and investment analysis to help clients achieve their financial goals. They provide a range of services including retirement planning, estate planning, investment strategies, and insurance solutions, tailored to individual needs. The firm emphasizes education and support through various resources such as videos, articles, and calculators. Their target clients include individuals seeking coordinated financial advice and support during life's transitions.Explore more
Popular SearchesIntegrated Financial Partners IncIntegrated Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Partners Org Chart

PhoneEmail
MD
United States flag for contact location.

Senior Financial Planner

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HD
United States flag for contact location.

Financial Associate & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Part...

<$5M
1-10
Private
-
-
MD
Michael DionneSenior Financial Planner
<$5M
1-10
Private
-
-
TG
Tracey GormerAdministrative Assistant
<$5M
1-10
Private
-
-
RA
Richard AustinExecutive Director, Estate & Business Planning
<$5M
1-10
Private
-
-
RW
Rachel WeinertManager, Operations
<$5M
1-10
Private
-
-
RA
Richard AustinExecutive Director, Estate & Business Planning
<$5M
1-10
Private
-
-
SK
Stephen KolanoChief Investment Officer
<$5M
1-10
Private
-
2008
BM
Barbara MorganOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integrated Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integrated Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial Partners.

Integrated Financial Partners Tech Stack

A closer look at the technologies used by Integrated Financial Partners

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Frequently Asked Questions Regarding Integrated Financial Partners

What is Integrated Financial Partners's official website?
Integrated Financial Partners's official website is www.mdionnefinancial.com
What is Integrated Financial Partners's Revenue?
Integrated Financial Partners's revenue is <$5 Million
What is Integrated Financial Partners's SIC code?
Integrated Financial Partners's SIC: 62,628
What is Integrated Financial Partners's NAICS code?
Integrated Financial Partners's NAICS: 52,523
How many employees does Integrated Financial Partners have?
Integrated Financial Partners has 1-10 employees
What industry does Integrated Financial Partners belong to?
Integrated Financial Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Integrated Financial Partners competition?
Integrated Financial Partners top competitors include: Integrated Financial Partners, Timothy Carlson, Amy Oviedo, Integrated Financial Partners
What technology does Integrated Financial Partners use?
Some of the popular technologies that Integrated Financial Partners uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Integrated Financial Partners?
Integrated Financial Partners contact info: Phone number: (781) 556-8084 Website: www.mdionnefinancial.com
What does Integrated Financial Partners do?

Integrated Financial Partners is a fee-based financial services firm that offers comprehensive financial planning and investment analysis to help clients achieve their financial goals. They provide a range of services including retirement planning, estate planning, investment strategies, and insurance solutions, tailored to individual needs. The fi... rm emphasizes education and support through various resources such as videos, articles, and calculators. Their target clients include individuals seeking coordinated financial advice and support during life's transitions.Read More

Is Integrated Financial Partners a public company?
Integrated Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Partners

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