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SERVICES

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

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We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

 

Click below to learn more about the services we offer.

INSURANCE STRATEGIES

LEGACY AND ESTATE PLANNING

FAMILY FOCUSED 

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, GA, IL, IN, ME, MD, MA, MN, NH, NJ, NY, OH, PA, RI, TX, VT, VA

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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Contact

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Integrated Financial Partners​

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Office: 781-373-4403

Fax: 617-219-9868

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200 Fifth Avenue, Suite 4010

Waltham, MA 02451

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Cassidy.King@IFPadvisor.com

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