Integrated Financial Partners is a multilevel financial services firm based in Waterford, CT, with a mission to provide independent advice, a creative approach, and customized planning to their clients. With three generations of experience in tax accounting and a passion for helping others, their goal is to develop the smartest strategies to keep, grow, and utilize their clients' money.
Aldrich Wealth Management, a part of Integrated Financial Partners, offers investment advice as a registered investment advisor, while their registered representatives provide securities through LPL Financial. They pride themselves on delivering a level of service that goes beyond the standard, making a difference in the financial lives of their clients.
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