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Integrated Partners Group

Integrated Partners Group

Integrated Partners Group

location
Boston, MA

Integrated Partners Group believe in empowering independent advisors to build the businesses they’ve always envisioned, while sharing a common goal – taking care of our clients.”

OUR ADVISORS HAVE A SINGULAR FOCUS: OUR CLIENTS’ FINANCIAL WELL BEING

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client.

Retirement Planning
Investment Management
Business Planning

Launched:

1996

Categories:

Total Rewards

Highlights

1.

Financial Advisor Support

Integrated Partners offers a program that connects financial advisors with CPAs and attorneys. This suggests that they provide support services to financial advisors, potentially helping them better serve their clients.

2.

Empowering Financial Advisors

The article states that Integrated Partners believes in empowering financial advisors to run their own businesses. This indicates that their program may focus on providing financial advisors with the tools and resources they need to be successful.

3.

Collaboration with CPAs and Attorneys

A key aspect of Integrated Partners' program is connecting financial advisors with CPAs and attorneys. This collaboration likely allows financial advisors to offer more comprehensive financial services to their clients.

The minds behind Integrated Partners Group...

Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind.

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