Integrated Partners is an financial advisory firm that provides various business-building services.

Consumer Services

Finance

Professional Services

Integrated Partners

Integrated Partners' headquarters in Waltham, MA, United States

The Boston office focuses on strategic implementation and operations management to enhance onboarding and efficiency.

Boston

The San Diego office focuses on driving growth and managing client relationships in a dynamic business environment.

San Diego

Paul Saganey

John C. Pastore

Ellen Smith

Richard E. Austin

William George

John G. Cataldo

Ann L. Swartz

Becca Zophin

Kristi Carlson

Matt Ackermann

Rob Brown

This department provides expert guidance and strategies to manage personal and organizational finances effectively.

Financial Services

This department focuses on identifying growth opportunities, building strategic partnerships, and enhancing market reach.

Business Development

The Advisory and Financial Planning team at Integrated Partners collaborates closely with clients to develop comprehensive financial strategies. They provide personalized financial planning, investment advice, and ongoing training to ensure clients achieve their financial goals.

Advisory and Financial Planning

This department manages and oversees all aspects of billing and invoicing processes related to Registered Investment Advisors.

Billing Operations

This department oversees the strategic planning and implementation of operational processes within the organization.

Operations Management

This department provides essential support services that ensure smooth operational processes across trading and technical systems.

Integrated Partners

Org chart

Board & advisors

Teams

Financial Services

Business Development

Advisory and Financial Planning

Billing Operations

Operations Management

Operations Support

Offices

Integrated Partners

Org chart

Board & advisors

Teams

Financial Services

Business Development

Advisory and Financial Planning

Billing Operations

Operations Management

Operations Support

Offices

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