Integrated Financial Strategies, Inc
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Learning

We developed our investment program for our clients’ “serious money.”

Investment Advisory Whitepaper

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IFS INVESTMENT DOCTRINE

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Get In Touch

1 Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004-1735
+1 610 660 4123
[email protected]

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Integrated Financial Strategies, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-160603 (10/21) (Exp. 10/25)