Integrated Financial Group
10610 South Jordan Gateway, South Jordan, UT 84095
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 12:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Integrated Financial Group is a finance and insurance agency located at 10610 South Jordan Gateway in South Jordan, Utah, United States. Our team of professionals is dedicated to helping individuals, families, and business owners develop comprehensive financial strategies to protect their future and provide for generations to come. We offer a full range of financial planning services tailored to your unique needs and goals.
Our independent firm offers a variety of investment and insurance products to create customized retirement strategies. We use The Integrated Process™ to analyze your resources and determine the best course of action to help you achieve your objectives. Whether you're planning for retirement, saving for your children's education, or protecting your assets, we are here to guide you every step of the way.
Securities and investment advisory services are offered through Osaic Wealth, Inc, Member FINRA/SIPC, while insurance services are provided through Integrated Financial Group. We are committed to helping you navigate the complexities of tax laws and financial planning to ensure a secure financial future. Contact us today to schedule a meeting and discover how we can help you reach your ideal future.
Reviews
"I have been working with Casey Kotter at integrated financial services for several years. I always appreciate his insight and feel more confident in myfinancial strategies because of his guidance. The firm and all of the team make you feel like you are part of a family. They are never too busy for your questions and are always willing to provide help. it’s also super helpful during tax time, because my accountant and financial team work together. When you are super busy and not an expert in financial services, integrated financial, and especially Casey Kotter are incredibly valuable."
"Integrated Finacial Group (IFG) is a 5 star organization. James Davenport and his team provide a great service tailored to your individual finacial situation. I have gotten to know James well over the past several years and admire his non-agenda driven, trustworthy, keen finacial advice."
"I have known James for 10+ years and he has done an outstanding job for us! He acts as a quarterback to make sure that our financial affairs are in order and our other professionals (accountant, lawyer) are working in alignment with our goals. James and the entire team at IFG are a fantastic partner to have in your corner."
"My husband and I have worked with Les Barber for over 10 years. He is professional, honest and has great integrity. He has helped us consolidate our 401K's from previous employers, get a trust in place and get in contact with the correct CPA and attorney for our needs. He has guided us with our investments and he is helping reach our retirement goals. Les has been amazing and it is wonderful to see how his advice is getting us to our goals."
"My wife and I have been thoroughly impressed with James Davenport and his entire team. Integrative Financial's comprehensive approach to our financial situation has given us great peace of mind. James has excellent communication skills and teaches us, explains confusing concepts, and answers our questions in an understandable way. Our only regret is not finding him and his team sooner!"
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