Integrated Financial Partners®

(on north parkway)
Financial and Investment Services in Worcester, MA
Financial and Investment Services
Financial Services

Location

100 North Parkway
Worcester, MA
01605

About

We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Photos

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Services

  • Retirement Distribution Strategies
  • Wealth Accumulation Planning
  • Financial Planning, Fee Only Planning
  • Education Funding, Special Needs Planning
  • Tax Reduction Strategies
  • Portfolio and Investment Analysis
  • Wealth Management and Transfer
  • Charitable Gifting Strategies
  • Estate, Legacy and Beneficiary Planning
  • Life, Disability and Long-Term Care Insurance
  • Business Owner Planning
  • Benefit and Compensation Plans
  • Retirement Plans, 401(k), SEP, SIMPLE Plans
  • Continuity and Succession Planning
  • Employee Educational Workshops

Latest

The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement AMYOVIEDO.COM Social Security: The Elephant in the Room
If you don’t have an #estate strategy, here’s some reasons why you should. AMYOVIEDO.COM Why You Need an Estate Strategy
How literate are you when it comes to your finances? Brush up with these five basics. AMYOVIEDO.COM The Five Basics of Financial Literacy
Working in Retirement: New trend or same old story? AMYOVIEDO.COM Where Will Your Retirement Money Come From?
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement AMYOVIEDO.COM Social Security: Five Facts You Need to Know
Lifestyle inflation can be the enemy of wealth building. AMYOVIEDO.COM Keeping Up with the Joneses
You’re the conductor of your 401k, IRA and taxable savings. AMYOVIEDO.COM Orchestrating Your Retirement Accounts
Learn about Medicare’s popular program, offering retirees free gym membership and health education. AMYOVIEDO.COM Silver Sneakers 101
When was the last time you checked your credit score? #CreditScore AMYOVIEDO.COM How Does Your Credit Score Compare?
You’ll need to weigh several factors before retiring abroad. AMYOVIEDO.COM Thinking of Retiring Abroad?
Ever wonder about those free credit scores you get once a year? #creditscore #credit AMYOVIEDO.COM The Lowdown on Those Free Credit Scores
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you. AMYOVIEDO.COM The SECURE Act

Information

Company name
Integrated Financial Partners®
Category
Financial and Investment Services

FAQs

  • What is the phone number for Integrated Financial Partners® in Worcester MA?
    You can reach them at: 508-926-1449. It’s best to call Integrated Financial Partners® during business hours.
  • What is the address for Integrated Financial Partners® on north parkway in Worcester?
    Integrated Financial Partners® is located at this address: 100 North Parkway Worcester, MA 01605.