Integrated Financial Solutions Group

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Description

  • Integrated Financial Solutions GroupIntegrated Financial Solutions Group (IFSG) is a full-service financial planning firm. We help clients develop a comprehensive strategy to integrate an individuals or familys financial goals, including risk management, investments, tax planning, retirement planning, and estate planning. We specialize in working with retirees but work with all clients.Our Mission is to help our clients assess every possible opportunity to STOP THE WEALTH LEAKAGE wherever it exists in their finance. This is accomplished by providing:The EDUCATION which is specific to needs and circumstances which may existThe RESOURCES appropriate to the task at handThe SERVICES which can turn goals and objectives into realityThe EXPERIENCE which comes with almost three decades in businessAll of these together combine to provide you the SOLUTIONS you need, to provide for your needs, identify and accomplish your financial objectives, and to practice good STEWARDSHIP, respective of the resources you have been blessed with.
  • location

    Headquarters:1820 Preston Park Boulevard Suite 1155, Plano, Texas, United States

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  • Integrated Financial Solutions Group phone

    Phone Number: +1 972-312-1337

  • Integrated Financial Solutions Group website

    Website: https://www.stopthewealthleakage.com

  • Integrated Financial Solutions Group employees

    Employees:7

  • Integrated Financial Solutions Group revenue

    Revenue:$1 - 10M

  • Integrated Financial Solutions Group legal name

    Legal Name:Integrated Financial Solutions Group

  • Integrated Financial Solutions Group's Social Media

    Integrated Financial Solutions Group linkedin
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  • |  NAICS Code: 524210  |

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Person level website identification

Managing Director for Integrated Financial Solutions Group

Brian Williams

Managing Director

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View Employees

Brian Williams

Managing Director

Lisa Lalk

Director Of Client Services

Romalyn Trewitt

Partner And Financial Operations Manager

Sandy Redmon

Planning Manager

Frequently Asked Questions regarding Integrated Financial Solutions Group

  • Where are Integrated Financial Solutions Group's Headquarters?

    Integrated Financial Solutions Group's Headquarters are in 1820 Preston Park Boulevard Suite 1155,Plano,Texas,United States

  • What is Integrated Financial Solutions Group's phone number?

    Integrated Financial Solutions Group's phone number is +1 972-312-1337

  • What is Integrated Financial Solutions Group's official website?

    Integrated Financial Solutions Group's official website is https://www.stopthewealthleakage.com

  • What is Integrated Financial Solutions Group's Revenue?

    Integrated Financial Solutions Group's revenue is $1 - 10M

  • What is Integrated Financial Solutions Group's NAICS code?

    Integrated Financial Solutions Group's NAICS code is 524210

  • How many employees are working in Integrated Financial Solutions Group

    Integrated Financial Solutions Group has 7 employees

  • What is Integrated Financial Solutions Group's Industry?

    Integrated Financial Solutions Group is in the industry of Financial Services

  • Who is Integrated Financial Solutions Group's Managing Director?

    Integrated Financial Solutions Group's Managing Director is Brian Williams

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