About Us
Why “Integrated?”
One of the most asked questions we get when meeting with prospective clients is, “why choose Integrated Financial Group?” The answer leans heavily on our processes, which make us really stand out.
We know you work hard with intentions to retire, put money away for education purposes, perpetuate the success of a small business, travel and so much more. Our team will respectfully gain your trust and build a relationship based on a foundation of good, clear communication.
Give us a call today and together we will tailor a financial strategy that is just right for you.
Mission Statement
Our mission is much more than to manage your assets. We strive to integrate the facets of your current fiscal and personal profile into a long-term plan that will help you achieve a satisfying future. Research consistently shows that a holistic approach to financial planning – one that integrates aspects of finances, taxation, legality and healthcare – can produce results that are much more in line with your ultimate goals.
Our Professionals
The men and women at Integrated Financial Group pride themselves on building strong client relationships – and offering financial guidance backed by years of experience.
Nick Purchiaroni, RICP®
Financial Advisor
Brett Burbine, CFP®
Financial Advisor
Kip Hoag
Financial Advisor
Zachary Adams
Financial Advisor
Richard Brownell
Senior Marketing Assistant
Jessica Purchiaroni
Marketing Assistant