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INDEPENDENT ADVICE, CREATIVE

APPROACH, CUSTOMIZED PLANNING

An independent financial planning and investment firm, we specialize in providing comprehensive wealth management services to individuals, families, and business owners.

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Our mission is to serve as your valued advisor to build, protect and manage wealth today and for generations to come.

 

Working as a fiduciary to our advisory clients, it is our legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we do for the people we serve.

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 Nishan D. Mootafian, CRPC®

Financial Planner

 230 Broadway, Suite 101

Lynnfield, MA 01940

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. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

 

The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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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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