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Finding a Financial Planner

Finding a Financial Planner

August 16, 2020 by Virginia

Our services are customized around you and your needs. Our clients are professional people with hectic and active lives who appreciate our ability to accommodate around your schedule, whether our meetings are on weekends, weeknights, Holidays or early morning we are here to accommodate your needs.

We prefer to communicate in person and desire to meet with you at least twice per year at a time most convenient for you. We also have a very active website, customized for our clients and you to retrieve as much information as you seek, in our client centered, password protected site. You will find useful time sensitive information, portfolio updates and private communications for you.

We service clients in several areas around the country and pride ourselves on knowing you and your family to provide value to you.

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Disclosure

Integrity First Planners, Inc. is a Registered Investment Advisor in the State of Ohio. Securities offered through Triad Advisors, member FINRA / SIPC. Integrity First Planners, Inc. and Triad Advisors are not affiliated.

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Contact

(216) 751-4229

Ken Butze, CFP®

Integrity First Planners, Inc.
Shaker Heights, Ohio

Integrity First Planners, Inc. | © 2020 All Rights Reserved • Shaker Heights, OH

This information is provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.

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