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- Integrated Partners
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 ... Read more
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 ... Read more
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
clients.”
– 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.
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
