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HELPING OUR CLIENTS

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

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We have a fundamental obligation to act and provide individualized investment advice in your best interests.

 

Click below to learn more about the services we offer.

INSURANCE STRATEGIES

LEGACY AND ESTATE PLANNING

FAMILY GUIDED 

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

 Nishan D. Mootafian, CRPC®

Financial Planner

 Nishan.Mootafian@IFPadvisor.com 978-977-3022

 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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