Integrated Financial Strategies

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1 Belmont Ave Ste 1000, Bala Cynwyd, Pen...

Phone Number

(610) 660-4123

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Integrated Financial Strategies

Integrated Financial Strategies, Inc. (IFS) is a boutique financial services firm that specializes in financial planning and investment advisory services. The firm is dedicated to a client-centric approach, emphasizing trust, integrity, and long-term relationships. IFS offers a broad range of financial solutions tailored to individual and corporate clients, ensuring a coordinated strategy for managing financial affairs. Their mission is to provide intelligent and practical financial strategies to help clients plan for their future.Explore more
Popular SearchesIntegrated Financial Strategies IncIntegrated Financial StrategiesKarr Barth Associates IncSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Strategies Org Chart

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Manager, Client Administration

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Stra...

<$5M
1-10
Private
-
-
BB
Betti ByerlyManager, Client Administration
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Financial Strategies Tech Stack

A closer look at the technologies used by Integrated Financial Strategies

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Frequently Asked Questions Regarding Integrated Financial Strategies

What is Integrated Financial Strategies's official website?
Integrated Financial Strategies's official website is www.myifsadvisor.com
What is Integrated Financial Strategies's Revenue?
Integrated Financial Strategies's revenue is <$5 Million
What is Integrated Financial Strategies's SIC code?
Integrated Financial Strategies's SIC: 62,628
What is Integrated Financial Strategies's NAICS code?
Integrated Financial Strategies's NAICS: 52,523
How many employees does Integrated Financial Strategies have?
Integrated Financial Strategies has 1-10 employees
What industry does Integrated Financial Strategies belong to?
Integrated Financial Strategies is in the industry of: Finance, Securities Trading
What is Integrated Financial Strategies competition?
Integrated Financial Strategies top competitors include: Weinberg Financial Advisory, Cape Cod Wealth Strategies & Insurance Services, Rogers Financial Group, Kolinsky Wealth Management
What technology does Integrated Financial Strategies use?
Some of the popular technologies that Integrated Financial Strategies uses are: WooCommerce, WordPress.org, PHP, RackSpace Cloud DNS
How do I contact Integrated Financial Strategies?
Integrated Financial Strategies contact info: Phone number: (610) 660-4123 Website: www.myifsadvisor.com
What does Integrated Financial Strategies do?

Integrated Financial Strategies, Inc. (IFS) is a boutique financial services firm that specializes in financial planning and investment advisory services. The firm is dedicated to a client-centric approach, emphasizing trust, integrity, and long-term relationships. IFS offers a broad range of financial solutions tailored to individual and corporate... clients, ensuring a coordinated strategy for managing financial affairs. Their mission is to provide intelligent and practical financial strategies to help clients plan for their future.Read More

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

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