Integrated Financial Concepts
Contacts
Business description
Integrated Financial Concepts is full service financial services firm establsihed in 1983. Voted 5 Star Wealth Manager for 2010 by San Deigo Magazine
Integrated Financial Concepts specializes in 4 main areas: Fee Based Wealth Management, Custom Retirement Planning, Group Health Insurance, and Life Insurance Strategies. We implement a fully integrated approach. Whether our strategy is focused toward a business or individual, we believe differentiating necessities and goals is essential to building a solid financial foundation. Managing assets with tactical allocations and an institutional approach, we tailor portfolios to meet specific needs and aspirations.
General information
- Business Services Financial Investment Advice Financial Advisory Services
Estimated number of employees: | 2 to 4 | |
City / suburb: | San Diego, CA | |
County: | San Diego |
Wealth Management, financial planning services, retirement planning services, health insurance, life insurance
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