Our name says it all... SOLUTIONS. |
Fintegra strives to provide Account Executives and their clients with the products and services that fit specific individual needs and goals. Our independence offers the opportunity to apply the best, unbiased solution to fit the situation.
No two people are alike, and no two investment situations are identical. Every person has unique dreams, goals, careers, families, and situations; therefore creating the need for unique SOLUTIONS. The product should match the need, and the client should have total peace of mind. They should be able to sleep at night knowing their Account Executive is as adamant and thorough about the safety and security of their investment and insurance portfolio as they are.
Fintegra is a truly independent broker/dealer. That means we are not influenced to sell one product over another. Our only goal when offering products and services is to find the one that best suits a client's specific needs, and meets the most efficient and ethical standards.
Our broker/dealer relationship with Pershing opens up a world of possibilities, with investments in mutual funds, stocks, and bonds, and life simplification with consolidated brokerage statements.
We have contracted with many of the country's leading providers. Fintegra works with only quality investment and insurance companies - put through strict due diligence standards - and strives to find the best product or service to fit the client’s individual financial needs:
- Mutual Funds
We have access to the leaders in the fund industry, more than 150 fund companies.
- Equities
Through Pershing, we have the functionality to seek, research, quote, chart, and transact specific stocks and options.
- Fixed Income
Fintegra's specialists on the Fixed Income Desk offer insight and experience when an Account Executive is seeking a bond, treasury, or other fixed income investment to meet a client's specific portfolio needs.
- Annuities
Fixed or variable annuity products matched to the customer’s specific product needs.
- Insurance Products
Premier individual and group insurance products, including term, variable, and disability insurance. Our LTC providers offer very competitive individual and group products that keep pace with the evolving marketplace and changing legal environment.
- Specialized Investments
Unit Investment Trust (UITs), Real Estate Investment Trusts (REITs), 1031 exchanges, private placements, and other specialty and hybrid investments are available for select clients who meet specific requirements in order to consider them as viable options.
- Small Business Needs
Fintegra works closely with select insurance and investment companies to provide small business owners with the tools they need to protect their vital interests, including buy-sell agreements, key person insurance, and employee retirement plans, to name a few. The unique challenges of this marketplace require expert advice from established companies and specialists in order to remain competitive.
- Investment Advisory/Wrap Fee Programs*
In addition to being a FINRA member broker-dealer, Fintegra is also a federally Registered Investment Advisor (RIA) with the Securities Exchange Commission. Fintegra offers numerous advisory products and services including WRAP programs, a wide selection of third-party money managers, and fee for financial planning services. Fintegra offers these services and products directly or in support of independent RIAs owned by Account Executives.
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).
| Fintegra Financial Solutions is an independent registered securities broker/dealer, a licensed insurance agency, a SEC Registered Investment Adviser, and a Member 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 |