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HERE WE GROW AGAIN – IFP OPENS NEW YORK OFFICE
DATELINE: OCTOBER 16, 2017; WALTHAM: Integrated Financial Partners (IFP) is the largest independent organization ever to join LPL Financial, which is the largest independent broker/dealer.* Now they expand with a new office in Delhi, NY. Ed Griswold, a Wealth Planning Advisor with decades of experience, will be managing the new office in Delhi. With IFP, Ed has the support of an experienced back office team to help care for clients and their ever-changing needs more efficiently. Together they provide enhanced coordination which helps to ensure that there are no gaps in clients’ plans that might thwart their financial goals. Individual planning may involve retirement accounts, asset allocation, education funding and tax saving strategies as well as wealth management and beneficiary planning. Business owner planning may include exit strategies, continuation plans, and executive benefits. Legacy Planning involves estate equalization and charitable gifting. Additional services include account aggregation and document vaulting. IFP is a cutting-edge firm with trademarked processes for The Financial Second Opinion™ and The Lifetime Income Model™. The latter uses a proprietary software and analytical program, the Lifetime Income Generator™ to help clients plan for their retirement in a methodical and prudent manner. Griswold will be able to use an independent RIA firm, Integrated Wealth Concepts, headquartered in Waltham, MA along with its parent company, IFP.
Born in Stamford Connecticut, Ed has two grown children. A graduate of the University of Bridgeport with both a BS and MS degree, Griswold is an avid and enthusiastic sportsman. He has also been a donor, supporter, and volunteer for many charitable organizations, including mentoring youth through Catholic Charities.
Integrated Financial Partners
Paul A. Saganey, CFP® established Integrated Financial Partners in 2003, however, they trace their roots back to the mid-80's. The company’s growth has been fueled by the addition of new registered representatives and business alliances with accountants, attorneys, insurance agencies and credit unions. Along with registered representatives, management, service and administrative staff, the firm has more than 200 people in 27 offices across the country.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
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