Integrated Financial Concepts is a financial services firm dedicated to helping clients pursue their financial goals. They offer a comprehensive suite of services including investment management, retirement planning, estate conservation, and insurance. The firm emphasizes a personalized approach, working closely with clients to understand their unique situations and build long-term relationships. As an independent firm, they are not tied to proprietary products, allowing them to offer objective advice and a wide range of financial products and services. Their team consists of qualified representatives registered with LPL Financial, a major independent broker/dealer.

Founded in

United States