Integrated Financial Strategies, LLC is a Guilderland-based financial advisory firm that specializes in providing value and confidence to employers in managing their retirement plans. With a focus on enhancing employers' fiduciary process, the firm allows businesses to dedicate more time to their core operations while ensuring their employees' retirement security. Through their affiliation with Commonwealth Financial Network, an independent broker dealer, Integrated Financial Strategies remains independent and acts in the best interests of their clients, offering a highly customized solution to help them meet their specific financial goals and objectives.
With a commitment to optimizing retirement readiness, Integrated Financial Strategies provides employees with the necessary information and guidance, from investment selection to debt reduction strategies. Their process-driven due diligence allows them to uncover and address the challenges faced by their clients, ensuring a prudent and tailored approach. As an independent firm, their interests are aligned with their clients', allowing them to provide unbiased advice and recommendations.
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