About
Integrated Financial Concepts is full service financial services firm establsihed in 1983. Voted 5 Star Wealth Manager for 2010 by San Deigo Magazine
Integrated Financial Concepts specializes in 4 main areas: Fee Based Wealth Management, Custom Retirement Planning, Group Health Insurance, and Life Insurance Strategies. We implement a fully integrated approach. Whether our strategy is focused toward a business or individual, we believe differentiating necessities and goals is essential to building a solid financial foundation. Managing assets with tactical allocations and an institutional approach, we tailor portfolios to meet specific need...
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Services
Wealth Management
financial planning services
retirement planning services
health insurance
life insurance
Contact
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Detailed Information
- Location TypeHQ
- Opening Date1983
- Annual Revenue Estimateunknown
- SIC Code show
- Employees2 to 4
- Contactsshow
- Partner Robert Petretta Jr
- Phone (619) 220-8777
- Email [email protected]
- Fax (619) 220-8707
- Partner Robert Petretta
- Phone (619) 220-8777
- Email [email protected]
- Fax (619) 220-8707