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Integrated Partners
Integrated Partners is a premier fee-based financial services firm that provides holistic and comprehensive financial planning and investment advisory services to help support wealth accumulation and preservation. Our overriding philosophy is a conviction that our services help our clients improve their financial futures while positively impacting the quality of their lives. Integrated is so named for the way it integrates comprehensive financial planning with a client’s other providers and trusted advisers, including accountants, attorneys and insurance providers. With a sound business model and numerous local and regional resources, we offer our clients solid strategies in today’s changing marketplace. The hallmark of our firm is to deliver personalized financial plans and strategies to help meet the unique needs of our clients discovered during the financial planning process.
Mission
"We believe in empowering independent advisors to build the businesses they’ve always envisioned, while sharing a common goal – taking care of our clients.”
– PAUL SAGANEY, FOUNDER & PRESIDENT
– PAUL SAGANEY, FOUNDER & PRESIDENT
Additional Culture Details
Our culture is very family oriented and supportive. Our industry can be very fast paced and intense but we stick together as a true team and help each other complete tasks. Our client centric culture enhances the personal feel in the office. We eat lunch together every day and support each other in personal endeavors outside the office as well.
Recent Awards
2024
2023
2022
2021
Company Snapshots
