Fintegra stands for financial integrity, passion, and creativity; being a true strategic partner, with a commitment to achieving outstanding value for our customers through supportive relationships, creative solutions,
and unwavering integrity. |
OUR PHILOSOPHY:
The desire of Fintegra's founders was to create a TRULY independent broker-dealer
- One that was not owned by a large insurance or financial company, therefore not biased toward proprietary products
- One that placed the client's needs first
- One that listens to and communicates with our Account Executives and their clients,
- One that puts service at the forefront of our daily business.
At Fintegra, our commitment to service emerged from a defined set of beliefs.
OUR BELIEFS:
- Customers are people, not numbers.
- Customers should have access to the finest products available combined with objective, unbiased advice and support.
- Our employees are the foundation that builds a strong company.
- A “can-do” attitude is the only attitude.
OUR PURPOSE:
To assist Account Executives (independents and those located within financial institutions) in helping their customers meet their financial objectives. By fulfilling our purpose, Account Executives will strengthen the relationships they have with their clients, while attracting new customers.
OUR HISTORY:
Fintegra was founded in April 1998 to be a truly INDEPENDENT financial services firm.
In an era of consolidations and huge financial company mergers, the company founders saw a need to provide a truly INDEPENDENT, UNBIASED alternative in the third party marketing arena. Fintegra was created to fill that niche: Fintegra is a totally independent broker/dealer, with no proprietary product offerings and no hidden loyalties. Our Account Executives can concentrate on finding the appropriate product or service to fit the client's individual needs and objectives, thus strengthening the trust and solidity of the relationship.
Fintegra works with registered representatives located in financial institutions and independent offices. We encourage private labeling of the program, to create a unique brand image in the community. Brokerage clearing services are provided through Pershing LLC, with account protection through CAPCO.
From our ability to offer an unlimited array of nonproprietary investment and insurance products, to our unwavering dedication to personal service and support, Fintegra provides Account Executives with an invaluable partnership to compete in an ever-changing and increasingly challenging marketplace.
The industry landscape has changed. Are you prepared? |
OUR FUTURE:
Fintegra is resolute in evolving at the forefront of the marketplace. Today's ever-changing products, services, and legal and tax environments keep everyone - Fintegra, Account Executives, and clients - on our toes. As new, more advanced, more complicated products and services appear on the horizon, we actively review and perform due diligence on companies and their respective products. Then we set out to train and update the Account Executives and their support staff. Our clients expect nothing less than superior service and honest business.
| Fintegra Financial Solutions is an independent registered securities broker/dealer, a licensed insurance agency, a SEC Registered Investment Adviser, and a FINRA/SIPC, OSJ phone 763.585.0503. Account Executives are registered representatives of Fintegra. Investment and Insurance Products offered through Fintegra: • Are NOT Bank Deposits • Are NOT FDIC Insured • Are NOT Guaranteed by any Financial Institution • Are NOT Insured By Any Government Agency • May Lose Value |