Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.
Since 1973, Integrated Wealth Management, Inc. has been working with friends and neighbors throughout the greater Uniontown, Ohio area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.
With Integrated Wealth Management, Inc., helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Contact us at firstname.lastname@example.org or call us at (330) 896-1644 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.