Integrated Financial Partners

Chesapeake, Virginia

★ 5.0 (1 reviews)
Call (757) 596-3276 Visit website →

About

Integrated Financial Partners is a fee-based financial planning and wealth management firm serving professionals, families, and business owners with a fiduciary obligation to clients. The firm offers coordinated financial planning across retirement readiness, investment placement, tax strategies, college savings, insurance analysis, and ongoing portfolio management, organized around a three-step process of discovery, strategy development, and execution. The Chesapeake, Virginia-based team works to understand clients' goals, time horizons, and risk tolerance to create personalized strategies aligned with each life stage.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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