Integrated Retirement Advisors
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
290 Harbor Dr Apt 1603S, Stamford, Conne...Phone Number
(203) 322-9122Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Integrated Retirement Advisors
Integrated Retirement Advisors specializes in personalized retirement and wealth management services, focusing on financial security through retirement and estate planning. They offer a comprehensive approach that includes holistic planning, social security timing, protected investing, income optimization, and income tax planning. Their target clients are mature investors and individuals seeking to navigate the complexities of retirement planning. Led by experienced wealth advisor Nahum Daniels, the firm aims to provide actionable advice and innovative strategies for a confident financial future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Integrated Retirement Adv...
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2001
JN
John NelsonChief Compliance Officer, Managing Member & Investment Advisor & Representative
Company Profile Activity
Activity Insights
Integrated Retirement Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Integrated Retirement Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Retirement Advisors.
Integrated Retirement Advisors Tech Stack
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Integrated Retirement Advisors specializes in personalized retirement and wealth management services, focusing on financial security through retirement and estate planning. They offer a comprehensive approach that includes holistic planning, social security timing, protected investing, income optimization, and income tax planning. Their target clie... Read More
