Integrated Financial Partners
Financial Services • 
Waltham, Massachusetts, United States • 101-200 Employees
Company overview
| Headquarters | 300 Fifth Avenue, 3rd Floor, Waltham, Massachusetts 02451, US |
| Phone number | +17818903045 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Succession Planning, Retirement Planning, Fee-Based Financial Planning, Business Owner Model™, Financial Second Opinion™, Integrated 401(K)™, Legacy Discussion™, Lifetime Income Model™, Plan For Financial Comfort™ |
| Founded | 1996 |
| Employees | 101-200 |
| Socials |
Key Contacts at Integrated Financial Partners
Colby Dobrusin
Director Of Financial Planning For Andrew J. Ross, Cfp®, Cpfa
Jim Littleton
Director Of Client Relations
Taylor Orlando
Director Of Operations/Paraplanner
Miranda Mowrey
Director Of Client Relations
Integrated Financial Partners Email Formats
Integrated Financial Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 51.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 51.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 21.8% |
{first name}@company.com | john@company.com | 11.2% |
{last name}.{first name}@company.com | doe.john@company.com | 9.1% |
{first name}_{last name}@company.com | john_doe@company.com | 6.6% |
About 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 twenty-nine advisors and thirty-seven 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. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.
Integrated Financial Partners revenue & valuation
| Annual revenue | $15,400,000 |
| Revenue per employee | $114,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $49,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Integrated Financial Partners has 96 employees across 5 departments.
Departments
Number of employees
Funding Data
Integrated Financial Partners has never raised funding before.
Integrated Financial Partners Tech Stack
Discover the technologies and tools that power Integrated Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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