Integrity Financial Corporation的封面图片
Integrity Financial Corporation

Integrity Financial Corporation

金融服务

Malibu,CA 239 位关注者

关于我们

Our Purpose Integrity Financial Corporation is a boutique *Registered Investment Advisor and consulting practice. We strive to provide an exceptional client experience characterized by financial expertise and customer service. As a boutique consulting practice, our goal is to distinguish ourselves by tailoring solutions to the unique needs of our clients. Through holistic planning, our advisors empower you to build a financial legacy and successfully pass it on to future generations and charitable causes. Our Culture Our foundation is built upon a rich set of core values that we strive to demonstrate on a daily basis. As ladies and gentlemen, we respect each other and our clients and treat them as ladies and gentlemen. At Integrity Financial, honesty and trustworthiness are emphasized in every aspect of our business practice. We are committed to excellence through providing a quality of work and attention to detail that surpasses ordinary standards. We stand for innovation and creativity, and for taking a collaborative approach to business development, client service, and process improvement. As our business is relational, encouragement and helpfulness are at the center of our professional relationships. We believe in building one another up and using our time and resources to help each other succeed and flourish. IFC employees take a genuine interest in the lives of one another as well as our clients and vendors. We believe in personal responsibility and are committed to constantly learning and adapting to our ever-changing industry. We embrace opportunities ahead both corporately and personally and remain courageous as we encounter new challenges and areas for growth. _____________________________________________________________________________________________________________________ *The opinions expressed herein are those of Integrity Financial Corporation (“Integrity”) and are subject to change without notice. Integrity is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.

网站
https://integrity.financial
所属行业
金融服务
规模
11-50 人
总部
Malibu,CA
类型
私人持股
创立
2004
领域
wealth management、business financial planning、legacy planning、investment management、retirement income strategies、fiduciary、buy-sell agreements、key-man insurance、401(k) plan advising和leveraged asset transfer

地点

  • 主要

    24955 Pacific Coast Highway

    Suite B202

    US,CA,Malibu,90265

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  • 2821 Northup Way

    Suite 120

    US,WA,Bellevue,98004

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  • 680 S. Cache St

    Suite 100

    US,WY,Jackson Hole,83001

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  • 5 W. Mendenhall St

    Suite 202

    US,Montana,Bozeman,59715

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