Integrated Financial Solutions

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

8850 Columbia 100 Pkwy Ste 400, Columbia...

Phone Number

(410) 480-0007

Revenue

<$5 Million

Industry

Finance Securities Trading

About Integrated Financial Solutions

Integrated Financial Solutions is an independent wealth management firm dedicated to enhancing the financial well-being of educators, individuals, and families. The firm specializes in providing personalized financial strategies, particularly for those in the education sector, helping clients navigate the complexities of retirement planning. With over 20 years of experience, IFS is committed to delivering exceptional service and guidance that exceeds client expectations. Their comprehensive offerings include portfolio management, retirement and estate planning, and investment strategies tailored to meet individual goals.Explore more
Integrated Financial Solutions's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Solu...

<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2005
JC
Jenna CareySenior Client Service Specialist & Manager, Office
<$5M
1-10
Private
-
1986
PP
Patricia PooreeDirector, Client Relations
Illustration of an envelope

Integrated Financial Solutions Tech Stack

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Frequently Asked Questions Regarding Integrated Financial Solutions

What is Integrated Financial Solutions's official website?
Integrated Financial Solutions's official website is www.ifsmd.net
What is Integrated Financial Solutions's Revenue?
Integrated Financial Solutions's revenue is <$5 Million
What is Integrated Financial Solutions's SIC code?
Integrated Financial Solutions's SIC: 62,628
What is Integrated Financial Solutions's NAICS code?
Integrated Financial Solutions's NAICS: 52,523
How many employees does Integrated Financial Solutions have?
Integrated Financial Solutions has 1-10 employees
What industry does Integrated Financial Solutions belong to?
Integrated Financial Solutions is in the industry of: Finance, Securities Trading
What is Integrated Financial Solutions competition?
Integrated Financial Solutions top competitors include: Glidepath Financial, Delmarva Financial Group
What technology does Integrated Financial Solutions use?
Some of the popular technologies that Integrated Financial Solutions uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Integrated Financial Solutions?
Integrated Financial Solutions contact info: Phone number: (410) 480-0007 Website: www.ifsmd.net
What does Integrated Financial Solutions do?

Integrated Financial Solutions is an independent wealth management firm dedicated to enhancing the financial well-being of educators, individuals, and families. The firm specializes in providing personalized financial strategies, particularly for those in the education sector, helping clients navigate the complexities of retirement planning. With o... ver 20 years of experience, IFS is committed to delivering exceptional service and guidance that exceeds client expectations. Their comprehensive offerings include portfolio management, retirement and estate planning, and investment strategies tailored to meet individual goals.Read More

What are Integrated Financial Solutions social media links?
Integrated Financial Solutions Linkedin page Integrated Financial Solutions Twitter page Integrated Financial Solutions Facebook page
Is Integrated Financial Solutions a public company?
Integrated Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Solutions

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