At Business & Financial Strategies we believe many people lack professional guidance in an ever-growing complex financial world.  We also believe that these same people are busier than ever, and desire simplicity.

Does this sound like you?

If so, let us show you a better way.  At Business & Financial Strategies our approach differs from others who focus on products or only on certain aspects of your finances.  Instead, we take a holistic approach by serving as the 'concierge'​ for your financial needs.  Out purpose is to bring financial order to your life.

Our team of financial professionals has a broad set of complementary financial skills to help you succeed.  With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through, Cambridge Investment Research Advisors, Inc a Registered Investment Adviser. Business & Financial Strategies and Cambridge are not affiliated.

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. 

Insurance

Investment Management

Personal Finance

Financial Integrators

Financial Integrators' headquarters in Coralville, United States

Lane Clevenger

Micaela Chase

This department provides financial guidance and strategies to clients to help them meet their financial goals.

Financial Advisory Services

This department oversees the management and optimization of financial assets to ensure effective investment strategies and portfolio performance.

Asset Management

This department focuses on providing comprehensive planning and advisory services to clients to help them achieve their financial goals.

Financial Planning

This department manages relationships and deliverables for clients, ensuring their needs are met and expectations exceeded.

Client Services

This department manages financial records and ensures compliance with tax regulations.

Tax and Accounting

This department manages and analyzes financial data to support organizational budgeting and financial planning.

Financial Integrators

Org chart

Teams

Financial Advisory Services

Asset Management

Financial Planning

Client Services

Tax and Accounting

Finance Department

Offices

Financial Integrators

Org chart

Teams

Financial Advisory Services

Asset Management

Financial Planning

Client Services

Tax and Accounting

Finance Department

Offices

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