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HOW WE WORK WITH CLIENTS

How We Can Help You Wheel

Our relationship-first mentality focuses on you and your needs, not on a prepackaged set of solutions or ideas. We put structure around the common challenges you may face so you can make the best possible decisions for you and your family.
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Our services go beyond asset allocation. When we first meet a prospective client, we take the time to listen and understand what you are looking to accomplish as it relates to your own personal vision of fulfillment. We help you clearly define your goals as you navigate through various financial planning related events.
 
We then provide objective advice across all disciplines to help you address those goals and other financial planning related events. Using a fine-tuned approach, we coordinate your wealth management and investment planning with all other aspects of your life.
 
The benefits of this process-oriented approach are quickly apparent - you enjoy a greater understanding of the impact of various options available and are well - positioned to pursue your financial future with confidence.

           Steve Faberman                                         Albert Filosa ​                             Office: 781-373-4450               200 Fifth Avenue, Suite 4010  

Steve.Faberman@IFPadvisor.com           Albert.Filosa@IFPadvisor.com                    Fax: 781-890-5624                        Waltham, MA 02451  

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, Member FINRA/SIPC. Matt Bonsall is a registered representative of LPL Financial.

 

Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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For more information visit www.FINRA.org or www.SIPC.org.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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