Integrated Financial Partners, Inc.
- Employees in region:
- Financial Services & Insurance
- HQ location:
- Waltham and Worcester, MA
’10, ’11, ’12, ’13, ’14, ’15, ’16, ’17
Integrated Financial Partners (IFP) is a premier fee-based financial services firm that provides holistic and comprehensive financial planning and investment advisory services to help support wealth accumulation and preservation. Our overriding philosophy is a conviction that our services help our clients improve their financial futures while positively impacting the quality of their lives. IFP is so named for the way it integrates comprehensive financial planning with a client’s other providers and trusted advisers, including accountants, attorneys and insurance providers.
With a sound business model and numerous local and regional resources, we offer our clients solid strategies in today’s changing marketplace. The hallmark of our firm is to deliver personalized financial plans and strategies to help meet the unique needs of our clients discovered during the financial planning process.