Integrity Financial Planning

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1315 2nd St SW Ste 102, Roanoke, Virgini...

Phone Number

(540) 266-3100

Revenue

$8 Million

Industry

Finance Securities Trading

About Integrity Financial Planning

Integrity Financial Planning is an independent registered investment advisor based in Roanoke, Virginia, specializing in retirement planning and private wealth management. They offer services such as wealth preservation, tax mitigation, charitable giving, and wealth transfer to high-net-worth individuals across the United States. The firm emphasizes a fiduciary duty to its clients, ensuring customized financial strategies that align with individual needs and risk tolerance. Through their Four Pillars of Integrity process, they provide ongoing optimization of retirement plans to help clients achieve their financial goals.Explore more
Integrity Financial Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Integrity Financial Planning Org Chart

PhoneEmail
JC
United States flag for contact location.

President & Founder & Chief Investment Office...

PhoneEmail
SC
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Chief Operations Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrity Financial Plann...

$8M
11-50
Private
-
2010
JC
John CreekmurPresident & Founder & Chief Investment Officer
$6.4M
11-50
Private
-
1999
MP
Mackenzie ParfittMarketing Coordinator
$5.9M
11-50
Private
-
2013
AD
Allison DilloianDirector, Tax Solutions
$5.4M
11-50
Private
-
1970
MH
Mark HenryFounder & CEO
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2010
BU
Bryan UseldingVice President
<$5M
1-10
Private
<$5M
1984
SS
Steve ShymanCEO & Founder
Illustration of an envelope

Integrity Financial Planning Tech Stack

A closer look at the technologies used by Integrity Financial Planning

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Frequently Asked Questions Regarding Integrity Financial Planning

What is Integrity Financial Planning's official website?
Integrity Financial Planning's official website is www.financialplanningva.com
What is Integrity Financial Planning's Revenue?
Integrity Financial Planning's revenue is $8 Million
What is Integrity Financial Planning's SIC code?
Integrity Financial Planning's SIC: 62,628
What is Integrity Financial Planning's NAICS code?
Integrity Financial Planning's NAICS: 52,523
How many employees does Integrity Financial Planning have?
Integrity Financial Planning has 11-50 employees
What industry does Integrity Financial Planning belong to?
Integrity Financial Planning is in the industry of: Finance, Securities Trading
What is Integrity Financial Planning competition?
Integrity Financial Planning top competitors include: The Holland Group, Wilsave Financial, Capital City Financial Partners, Alpha Wealth Group
What technology does Integrity Financial Planning use?
Some of the popular technologies that Integrity Financial Planning uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Integrity Financial Planning?
Integrity Financial Planning contact info: Phone number: (540) 266-3100 Website: www.financialplanningva.com
What does Integrity Financial Planning do?

Integrity Financial Planning is an independent registered investment advisor based in Roanoke, Virginia, specializing in retirement planning and private wealth management. They offer services such as wealth preservation, tax mitigation, charitable giving, and wealth transfer to high-net-worth individuals across the United States. The firm emphasize... s a fiduciary duty to its clients, ensuring customized financial strategies that align with individual needs and risk tolerance. Through their Four Pillars of Integrity process, they provide ongoing optimization of retirement plans to help clients achieve their financial goals.Read More

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

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