Integrity Financial Planning, Inc.
1315 2nd Street Southwest, Roanoke, VA 24016
Location & Phone number
1315 2nd St SW #102, Roanoke, VA 24016, United States
About the Business
Integrity Financial Planning, Inc. is a finance institution located at 1315 2nd Street Southwest in Roanoke, Virginia, United States. We serve as financial coaches, assisting our clients in building retirement strategies that align with their values and goals. As an independent registered investment advisor and fiduciary, we prioritize our clients' best interests. Our services include wealth preservation, tax mitigation, charitable giving, wealth transfer, and private wealth management. We understand that each client has unique needs and risk tolerance, so we customize plans accordingly.
We begin by gaining a deep understanding of our clients' dreams and concerns, then design retirement strategies that fit their lifestyle and consider various factors such as taxation and risk tolerance. Through constant monitoring and adjustments, we ensure that the plan continues to meet our clients' evolving needs.
In addition to our financial services, we offer resources such as the Legacy & Estate Planning Guide to help clients understand the basics of estate planning. Our goal is to empower clients to take control of their finances and plan for their future.
To learn more about our services and schedule a consultation, contact us at (540) 266-3100 or visit our office in Roanoke. Let Integrity Financial Planning guide you on the path to retiring with integrity.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Brian and I collaborate on several mutual clients. Brian is very thorough and I am impressed by his attention to detail. Brian is personable and only wants what's best for his clients. I highly recommend him."
"When I visited Integrity Financial Planning, everything was done in a meticulus manner to ensure I felt comfortable in partnering with them. There was no hesitation in answering any question I had, no matter how simple it was. If you needed additional information or documentaion it was pleasantly provided. Brian and his associate made sure I was well treated during my visit. They are a great group to work with to become your financial partner ."
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