Women tend to feel less confident taking investment risks and hold more cash on the sidelines, hampering their money’s growth potential. Defining your goals and their timeframes is the first step toward building investment confidence. https://ow.ly/8ygM50U5J6r (404) 941-2800 #financialplanning #investmentstrategies #wealthmanagement #integrasinsights #integraspartners
关于我们
Integras Partners is a fee only Registered Investment Adviser located in Alpharetta, GA. Founded in 2010 by Sidney Browning and Keith Johnson, Integras Partners have built a partnership centered around superior customer service and team based approach. This team approach and partnership with clients has organically increased investor confidence by developing a track record of investing, nurturing and enabling clients to enjoy their wealth. With over 50 years of combined experience in wealth management, Integras Partners specializes in alternative investments and layering money with time to help meet the future financial time horizons of its clients. Our services are best suited to serve Mid-Career professionals and those approaching or currently in retirement. Though, we are unique in that we subscribe to a multi-generational philosophy, inviting family members to participate in our financial planning process. As a result, we are also able to meet the needs of clients at varying stages of wealth accumulation across families. We encourage our clients to educate themselves independently as well as to participate (and share) in educational opportunities designed to empower future generations. We look forward to partnering with you. The information provided is general in nature and does not constitute personalized investment advice. Information on this page is not an offer to buy or sell securities. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
- 网站
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https://www.integraspartners.com
Integras Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Alpharetta,GA
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Investment Advisory Services、Alternative Investments、Layering Money with Time和Multi-generational Planning
地点
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主要
3180 North Point Parkway,
Suite 102
US,GA,Alpharetta,30005
Integras Partners员工
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Michal-Erin Frushell, CFA
Executive Vice President at Integras Partners
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Brenda Dunn, CFP?, ChFC?, LUTCF, CLTC
VP, Planning & Development| ChFC?| CFP?| Financial Coach| LUTCF| Nationally Recognized Insurance Expert| Adventurer
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Keith Johnson
Chief Investment Officer & Managing Partner: Integras Partners
动态
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