Integrity Point Advisors

About Integrity Point Advisors: Welcome to Integrity Point Advisors, where your financial future is our foremost priority. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management. Who We Are: At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals. Fiduciary Commitment: At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell – our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer. Breaking the Traditional Mold: Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest. Building Lifelong Partnerships: Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future. Choose Integrity Point Advisors – where your goals become ours.

Website

www.integritypointadvisors.com

External link for Integrity Point Advisors

Industry

Financial Services

Company size

2-10 employees

Headquarters

Smithtown, New York

Type

Privately Held

Founded

2023

Specialties

Financial Planning, Investment Management, Retirement Planning, Employee Benefits 401(k), Insurance Planning, Risk Management, Trust & Estate Planning, and Tax Planning