Integrated Financial Partners®

Tel: 508-926-1449

100 North Parkway
Suite 201
Worcester, Massachusetts 01605

Integrated Financial Partners® | Financial Advisor in Worcester,Massachusetts

About Integrated Financial Partners®

We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

General Information

Services:

Retirement Distribution Strategies, Wealth Accumulation Planning, Financial Planning, Fee Only Planning, Education Funding, Special Needs Planning, Tax Reduction Strategies, Portfolio and Investment Analysis, Wealth Management and Transfer, Charitable Gifting Strategies, Estate, Legacy and Beneficiary Planning, Life, Disability and Long-Term Care Insurance, Business Owner Planning, Benefit and Compensation Plans, Retirement Plans, 401(k), SEP, SIMPLE Plans, Continuity and Succession Planning, Employee Educational Workshops

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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.