Integrated Financial Strategies
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
1042 N Milford Rd Ste 102, Milford, Mich...Phone Number
(248) 932-9329Website
www.ifs-ltd.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Integrated Financial Strategies
Integrated Financial Strategies is a family-owned financial services firm that offers comprehensive financial planning services, including retirement and cash flow planning, investment management, estate planning, and insurance planning. The firm aims to help clients achieve financial harmony by creating personalized strategies that align with their unique goals and needs. Known for their integrity and professionalism, they serve a diverse clientele, guiding them through various stages of financial life. Their commitment to client trust and tailored financial insight makes them a reliable partner for those seeking to enhance wealth accumulation and preservation.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$7M
1-10
Private
-
1979
CA
Caitlin AckermanDirector of Client Services To A Dougherty, Cfp Assistant (Charlotte)
Company Profile Activity
Activity Insights
Integrated Financial Strategies is experiencing very low activity levels compared to other companies in the Finance sector.
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Integrated Financial Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial Strategies.
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Integrated Financial Strategies is a family-owned financial services firm that offers comprehensive financial planning services, including retirement and cash flow planning, investment management, estate planning, and insurance planning. The firm aims to help clients achieve financial harmony by creating personalized strategies that align with thei... Read More
