Financial Integrators
At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world. We also believe that these same people are busier than ever, and desire simplicity. Does this sound like you? If so, let us show you a better way. At Financial Integrators our approach differs from others who focus on products or only on certain aspects of your finances. Instead, we take a holistic approach by serving as the 'concierge' for your financial needs. Out purpose is to bring financial order to your life. Our team of financial professionals has a broad set of complementary financial skills to help you succeed. With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker/dealer, member FINRA/SIPC. Advisory services offered through, Cambridge Investment Research Advisors, Inc a Registered Investment Adviser. Financial Integrators and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
7-day free trial · no credit card
Verified contacts
60
available on Kipplo
LinkedIn employees
71
51 to 200 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 60 verified contacts at Financial Integrators
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
60 contacts with verified email or phone · masked until revealed.
- PH
Peter Hill
Partner, Financial Advisor · Finance & Accounting
EmailPhone - SB
Stacie Bedford
Director of Client Services · Customer/Client Service
EmailPhone - DL
Dominique Lheureux
Client Experience Professional · Customer/Client Service
EmailPhone - KT
Kristyn Taylor
Office Manager · Operations
EmailPhone - AP
Andrew Postma
Paraplanner · Finance & Accounting
EmailPhone - AP
Ashlynn Pecinovsky
Tax Consultant · Finance & Accounting
EmailPhone - HR
Heather Rathbun
Financial Advisor · Finance & Accounting
EmailPhone - JJ
Josh Jasek
Financial Advisor · Finance & Accounting
EmailPhone - KB
Kelli Brix
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 60 verified contacts
Top roles at Financial Integrators
32 distinct titles indexed · top 10 shown.
- 8financial advisor
- 6asset management associate
- 5paraplanner
- 2asset management intern
- 2founder
- 2partner, financial advisor
- 2partner, financial planner
- 1-,
- 1accounting and tax consultant
- 1annuity services associate
- +22more titles
Sign up to unlock all 60 contacts at Financial Integrators
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 60 verified contacts at Financial Integrators
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.