Integrated Financial Solutions Group Revenue
Financial Services • 
Plano, Texas, United States • 1-10 Employees
Integrated Financial Solutions Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contacts at Integrated Financial Solutions Group
Brian Williams
Managing Director
Lisa Lalk
Director Of Client Services
Company overview
| Headquarters | 1820 Preston Park Blvd., Suite 1155, Plano, TX 75093, US |
| Phone number | +19723121337 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement, Investment Management, Insurance And Estate Planning |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
About Integrated Financial Solutions Group
Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm. We help clients develop a comprehensive strategy to integrate an individual’s or family’s 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 exist The RESOURCES appropriate to the task at hand The SERVICES which can turn goals and objectives into reality The EXPERIENCE which comes with almost three decades in business All 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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Integrated Financial Solutions Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Integrated Financial Solutions Group has never raised funding before.
Integrated Financial Solutions Group Tech Stack
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