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Integrity Wealth Management, Inc.
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Today: 8:30 am - 5:00 pm
20 Years
in Business
Accredited
Business
More Info
- General Info
- We are a private wealth management firm that provides personalized strategies which may assist in protecting, preserving and growing your retirement assets. We also offer suggestions on how to potentially reduce your taxes and leave a legacy for your loved ones. Most importantly, we treat our clients like family. Our business is built on our long lasting relationships premised on our core values of trust, honesty, communication, and exceptional, personal service. In addition to building and securing your retirement, we take a different approach to business. We like to have a little fun along the way and consider all of our clients members of the Integrity Wealth Management family
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Phone: (941) 955-2708
- Neighborhood
- Palmer Ranch
- AKA
Integrity Wealth Mgmt Inc
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Reviews
Sam has been my financial advisor since I retired 15 years ago. As a former lawyer, I was impressed with Sam's efforts to know me as a person as well as my needs and goal before presenting a comprehensive financial plan for the future. I appreciate his regular review of our initial plan to determine whether any modifications are required by life's inevitable changes. Finally, Sam and his team have always been responsive to my inquiries- which is so important for retired person.
Sam and his team have been wonderful to work with. I appreciate the community outreach him and his team do on an ongoing basis.
Details
Phone: (941) 955-2700
Address: 6561 Palmer Park Cir Ste C, Sarasota, FL 34238
Website: http://www.iwmfl.com