Integrated Financial Strategies
Financial Services • 
Albany, New York, United States • 1-10 Employees
Company overview
| Headquarters | TWO TOWER PLACE 2ND FLOOR, ALBANY, New York 12203, US |
| Phone number | +15184787800 |
| Websites | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
Key Contact at Integrated Financial Strategies
Kevin R Clapham
Owner At Momentum Capital Group, Llc
About Integrated Financial Strategies
Integrated Financial Strategies, LLC is a company that provides retirement plans, financially secure retirement planning, and college planning services to employers. They aim to add value and confidence to their clients by enhancing their fiduciary process and saving time for their core business. They have an affiliation with Commonwealth Financial Network, an independent broker/dealer.
Integrated Financial Strategies revenue & valuation
| Annual revenue | $21,400,000 |
| Revenue per employee | $2,132,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $68,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Integrated Financial Strategies has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Integrated Financial Strategies has never raised funding before.
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