Our firm’s name, IntegriGen, embodies integrity, which we greatly value; together with the clients we serve over multiple generations.
Our clients are loyal because they know we care about them and their families. Simply put: our clients trust us.
In our industry, we have found that what transpires behind the scenes can often be mysterious to clients. When it comes to our advice, recommendations and the fees associated with our service, we believe in transparency.
Our years in the financial services industry have taught us about what clients need, as well as how we can best assist them as advisors. Our clients have confidence in our ability to help them pursue what really matters. Read about our purpose.
While many of our clients tell us they want to “make a lot of money” or “be able to retire someday” – we dig deeper to provide confidence in their overall financial position. Read about our philosophy.