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WHO WE WORK WITH

OUR FIRM HAS A SINGULAR FOCUS - YOUR WELL-BEING.

 

Whether you are thinking about retiring, about to sell a business, or an executive at a thriving company... you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success.

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High Net Worth Individuals and Families
High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals strive to guide you through all market conditions, offering valuable counsel and insight every step of the way.


Business Owners
What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.


Retirees
Retirement means something different for everyone – lets us help you define yours, and confidently pursue it.


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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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