National Registry of CPE Sponsors

National Registry of CPE Sponsors

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Exhibitors

Integrated Financial Partners

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. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

Address

Integrated Partners
200 5th Ave
Suite 4010
Waltham, MA
02451
United States

Website

https://integrated-partners.com/
Contact Sponsor

Contact Sponsor


NASBA Approved providers:

  • National Registry

Registry ID:

141607

Approved Delivery Method:

  • Group Internet Based
  • Group Live
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