This Business Is Not BBB Accredited

Integrated Financial Strategies LLC

Integrated Financial Strategies LLC

(513) 549-3555

Integrated Financial Strategies LLC

14 years in business
7449 Montgomery Road
Cincinnati, OH 45236-4160
Additional Email Addresses
  • strategy@ifscincinnati.com
BBB File Opened: 10/09/2007
Business Started: 01/01/2004
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Winter Troxel, Owner
Business Category
  • Investment Advisory Services
  • Financial Planning Consultants
  • Long Term Care Insurance
  • Disability Insurance
  • Business Consultant

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of CRD4687698 for this business, issued by FINRA

    FINRA
    1735 K Street, NW, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

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Overview

This company offers personal & business financial planning services, insurance and investments.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Integrated Financial Strategies LLC

This Business Is Not BBB Accredited

Integrated Financial Strategies LLC

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