NetworkยทFamily Office

Integrated Investment Strategies,inc.

Unclaimed

๐Ÿ“ CARMEL, IN

Family Officefinancial servicesbusiness services
www.integratedinvestments.com โ†—

SEC CRD #801-135886

About

Home - Integrated Investment Strategies, Inc. Skip to content info@integratedinvestments.com IIS Form ADV | Privacy Notice | IIS Form CRS Navigation Menu Home About Services Clients Contact Financial Confidence Starts Here Empowering Hoosiers with financial expertise and risk management for over 25 years. Free Consultation Build A Financially Confident Future Integrated Investment Strategies , Inc . is a leading financial consulting firm based in Indiana. With a strong focus on serving local Hoosiers and businesses, our team of experts is dedicated to providing personalized strategies that empower clients to make smarter decisions, gain greater control over their finances, and build long-term financial confidence. Financial Services We provide custom tailored planning for every client. Complete planning with all services as a turn-key wealth management solution or individual solutions to meet each clients need through their financial journey. Financial Planning Investment Management Retirement Planning Business Planning Estate Planning Financial Coaching Our Golden Standards for Financial Growth Fiduciary Approach Our fiduciary duty means we are legally and ethically bound to act in your best interests, ensuring unbiased advice, transparent decision-making, and personalized solutions tailored to your financial goals. Data-Driven Decisions We base our decisions on data and facts rather than personal bias. This fosters innovative strategies and empowers you to make more informe

Key Contact

SE

SUSAN E MITCHELL

COMPLIANCE OFFICER

๐Ÿ“ž (317) 843-5577

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Geographic Focus

indiana
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AUM

$105M

Location

CARMEL, IN

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