A complete list of active advisors currently associated with Integrated Financial Resources, Inc.

Warmer can help you find a great advisor at Integrated Financial Resources, Inc. or one who fits your needs even better.

Integrated Financial Resources, Inc. provides financial planning and discretionary account management primarily for individuals and a variety of other client types, with an emphasis on mutual funds and variable annuity sub-accounts. The firm reports about $11.3 million in assets under management across roughly 21 client accounts and makes services available to individuals, pension and profit-sharing plans, trusts, estates, charities and business entities. IFR’s investment approach emphasizes long‑term buy‑and‑hold allocation while using fundamental, technical and cyclical analysis to select mutual funds, annuities, ETFs, stocks and bonds; most accounts are managed on a discretionary basis and clients receive at least quarterly reporting. The firm may combine client orders into block trades and typically places mutual fund orders with distributors that provide account access and reporting tools used by the adviser. The brochure discloses that IFR representatives also act as registered representatives of a broker‑dealer and are licensed insurance agents, and that they may receive commissions for securities and insurance sales and, in some cases, discount advisory fees based on those commissions. The firm’s relatively small client base and AUM and the absence of a separately identified high‑net‑worth client segment, together with its operational reliance on mutual fund/annuity distributor links for account data, distinguish it from many peers.

To learn more about the advisors currently working at Integrated Financial Resources, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.