Helping make your future more exciting than your past.
About Our Firm: Integrated Financial Partners
Integrated Financial Partners (Integrated) is dedicated to helping you improve your income and quality of life. As a fee-based financial services firm, we believe that it’s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. We specialize in providing strategies that help support wealth accumulation and preservation. To address your unique needs, we work as a team to provide comprehensive financial, retirement, investment, business owner and estate planning services.
Recognized by Smartasset as one of the largest and most successful independent financial services organizations in the country, Integrated specializes in coordinating with your other advisors to ensure collaboration in all aspects of your financial life. Integrated’s status as a Registered Investment Advisor (RIA) means that we operate in a fiduciary capacity. Specifically, we place your interests first and seek to always act in your best interest throughout the financial planning process. With over 151 advisors and 50 regional offices nationally, Integrated has built its reputation advisor by advisor, client by client.
Ed Griswold Patrice Borgese
Wealth Planner Wealth Planner
[email protected] [email protected]
16 Mt. Ebo Road South, Ste. 14A, Office 9, Brewster, NY 10509 | Phone: 845-289-0035