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SERVICES

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

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We have a fundamental obligation to act and provide individualized investment advice in the best interests of our advisory clients.

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Click below to learn more about the services we offer.

FAMILY FOCUSED 

OFFICE

INSURANCE STRATEGIES

WEALTH MANAGEMENT

LEGACY AND ESTATE PLANNING

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, ME, MA, NH, NY, TX

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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Contact

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Integrated Financial Partners​

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6 Westwood Avenue, 2nd Floor

Scarborough, ME 04074

 

Phone: 207-233-4800 

Fax: 207-221-1855

Adam.Rothbart@IFPadvisor.com

www.adamrothbart.com

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