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Integrated Financial Partners

Integrated Financial Partners

Wealth Planner

845 - 289 - 0035

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where we come in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

We can provide you with guidance that can help you understand and better define your financial goals. 

Please feel most welcome to call with any questions. We would enjoy learning more about your goals and dreams.

Mission Statement

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and frequently review a strategy that’s designed to address your individual situation.

We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.