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INTEGRATED FINANCIAL CONSULTING Employee Directory

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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INTEGRATED FINANCIAL CONSULTING Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

INTEGRATED FINANCIAL CONSULTING's Leadership

  • Stylized image of a person
    S. B.
    Assistant Controller

INTEGRATED FINANCIAL CONSULTING Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from INTEGRATED FINANCIAL CONSULTING

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. B.
    Assistant Controller
    Aug 04, 2026

Frequently Asked Questions

What is INTEGRATED FINANCIAL CONSULTING known for?

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INTEGRATED FINANCIAL CONSULTING operates in the Financial Services industry. Explore INTEGRATED FINANCIAL CONSULTING's company overview page for more information.

What is INTEGRATED FINANCIAL CONSULTING's most common email format?

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INTEGRATED FINANCIAL CONSULTING employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more INTEGRATED FINANCIAL CONSULTING email formats with LeadIQ.

How many employees does INTEGRATED FINANCIAL CONSULTING have currently?

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INTEGRATED FINANCIAL CONSULTING has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are INTEGRATED FINANCIAL CONSULTING's key employees and leadership?

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As of July 2026, INTEGRATED FINANCIAL CONSULTING's key employees include:

  • Assistant Controller: S. B.

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