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With the increasing complexities of
financial planning including taxation and
finance, it is simpler and more effective
for one organization to help you achieve
your financial goals by coordinating with
your other professionals.
Integrated Wealth Solutions has what you are
looking for to meet your financial goals.
Our philosophy is simple: peace of mind for
you and a sense of accomplishment for us.
Meeting your goals is our first priority;
therefore we take time to develop a clear
understanding of your problems, interests
and objectives.
We provide complete Pension Programs for
businesses of every size. We evaluate life
and health insurance products for business
organizations, individuals and their
families. Further, we help plan and
establish financial programs through
diversified security.
Over the years, we have integrated the most
efficient team that’s compromised of
advanced skill, experience and talent in the
financial services business. We are truly
proud of our reputation "helping put the
pieces together."
Joe Imbriano, President |
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Joe Imbriano has been involved in the
financial industry since the late 1990’s.
Initially part of a venture capital
organization that helped start-up companies
raise capital for growth, Joe later was
introduced to the financial advising
business. As a representative of a top
financial organization, Joe was quick to
establish himself as a top producer,
receiving several prestigious awards. With
the entrepreneurial desire to own his own
business and as a way to provide his clients
un-biased advice, Joe founded Integrated
Wealth Solutions.
Joe’s extensive background and knowledge in
the financial, estate, and retirement
planning fields allow him to provide
outstanding service to his clients. Thorough
and innovative, Joe has dedicated his career
to furnishing a full range of services and
products with a proven performance record.
His area of expertise provides design of
pension plans, financial and estate planning
/ investment management, employee benefits,
and advanced life insurance design.
Joe graduated Fordham University in the
Bronx, NY where he received a degree in
Finance and Economics. A resident of Garden
City, NY, Joe is an active member of his
community. |
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©
Integrated Wealth Solutions, Inc. |
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