INTEGRATED FINANCIAL CONSULTING Email Format

Financial ServicesNew York, United States2-10 Employees

Integrated Financial Consulting is a financial services firm based in Spring Valley, New York. It provides financial planning with advice not tied to commissions, and it combines multiple areas of a client's finances—such as taxes and real estate—into a single, comprehensive plan. The practice emphasizes educating clients to understand their options and the implications of different strategies.

The firm operates on a full-service retainer model, allowing clients to contact the firm as needed throughout the year beyond scheduled appointments at no extra cost. For smaller or more limited planning needs, it offers a range of affordable retainer options. With a small team, the organization delivers integrated financial guidance from its Spring Valley base.

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