Fintegra's Account Executives can provide the products and services you and your family need to initiate, build, enhance, and protect your financial portfolio. Planning for the future, to meet your unique dreams and goals, requires time, honesty, communication, and thoroughness. Every financial strategy must grow from a solid foundation and expert advice. Your goals and priorities - family income protection, college funding, portfolio accumulation, home ownership, small business development, retirement, travel, or estate preservation - are important to your peace of mind, and important to us.
Products and services available through Fintegra Financial Solutions include:
- Mutual Funds
- Stocks and Bonds, Fixed Income Products
- Fixed and Variable Annuities
- Specialized Investments (REITs, UITs)
- Life, Long-Term Care, and Disability Insurance
- Asset Allocation
- Portfolio Development and Tracking
- Fee-Based Programs
- Retirement Plans: IRA, 401(k), SIMPLE, SEP
- Advanced Small Business Solutions
Plus, Fintegra's technology allows individual investors to access their accounts a couple of different ways, via the Internet, at their convenience - anytime, 24/7. Contact your Account Executive for more information.
Brokerage accounts are carried by and transactions are cleared by Pershing, LLC.
Annuity and Insurance products are guaranteed, underwritten, and issued exclusively by, the respective insurance companies. Penalties may apply for early withdrawal. A 10% IRS penalty may apply for withdrawals prior to age 59½. Fintegra Registered Representatives do not provide tax or legal advice: Consult your tax or legal advisor for specific information.
Mutual funds and variable annuities are sold by prospectus, which includes charges and expenses. Please read the prospectus carefully before investing.
Individual suitability should be determined before purchasing any investment. A diversified portfolio is no guarantee of safety of principal and is subject to fluctuation.
*Advisory services provided through Fintegra’s SEC Registered Investment Advisor (RIA).
