1. MA
  2. Worcester
  3. Investment Bank

Integrated Financial Partners

 
100 North Parkway Suite 201
Worcester, MA 01605
(508) 926-1449
investment bank
www.timcarlsonifp.com
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Today: 9:00 AM to 6:00 PM
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We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Mon 9:00 AM to 6:00 PM
Tue 9:00 AM to 6:00 PM
Wed 9:00 AM to 6:00 PM
Thu 9:00 AM to 6:00 PM
Fri 9:00 AM to 6:00 PM
Sat Closed
Sun Closed

Products and Services

Retirement Distribution Strategies
Wealth Accumulation Planning
Financial Planning, Fee Only Planning
Education Funding, Special Needs Planning
Tax Reduction Strategies
Portfolio and Investment Analysis
Wealth Management and Transfer
Charitable Gifting Strategies
Estate, Legacy and Beneficiary Planning
Life, Disability and Long-Term Care Insurance
Business Owner Planning
Benefit and Compensation Plans
Retirement Plans, 401(k), SEP, SIMPLE Plans
Continuity and Succession Planning
Employee Educational Workshops

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