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High Net Worth

Streamlining Your Wealth

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As a high net worth individual or business owner, you require a different level of attention, and sometimes that means extremely complex financial considerations. At Integrated Financial Partners, we take the time to learn about you, your family and your goals. Our team of specialists can then work proactively seeking to coordinate your complex life through all market conditions so you can build and expand your financial future.

 

We know how fast financial technology is changing, improving and evolving. We partner with some of the best cutting edge, adaptive technology firms in the business, and are adding to the roster constantly to help you manage your accounts efficiently.

Stephen M. Joyner, CRPC®

Financial Planner

115 Glastonbury Blvd., 2nd Floor Glastonbury, CT 06033

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. 

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.

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*Integrated Financial Partners and LPL Financial do not provide tax services.

 

For more information visit www.FINRA.org or www.SIPC.org

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, FL, GA, ME, MA, MN, NH, NJ, NY, NC, and SC.

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Click on the links for a copy of the Firm ADV Client Relationship Summary , and LPL Financial Form CRS.

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