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Your Legacy Is Our Strategy | Integrity Financial As an independent registered investment advisor, we have the flexibility and the responsibility to serve our clients with the highest standards of integrity, professionalism, and excellence
Dr. Kristofer Gray CFP® - Integrity Financial Working with Dr Gray gives you access to a diverse array of alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family
About - Integrity Financial At Integrity, we provide a high-quality boutique experience for our clients, who entrust us with guiding their financial decision-making Our advisors are committed to education, transparency, and intelligent solutions, as we deliver a highly individualized, bespoke, and holistic custom experience
Contact Us - Integrity Financial If you would like to learn more about what we do, please leave us a message and one of our advisors will contact you soon
California-West: A 401 (k) Guide - Integrity Financial HOW TO ENROLL Create An Online Account Step 1 : Assign a Contribution Rate Step 2: Determine Pre-tax or Roth Step 3: Select Investments Step 4: Name a Beneficiary Step 5: Rollover Your Old 401 (k) NEXT STEPS Take the Wealth Management Questionnaire Schedule a Meeting – Advisor Support Determine Your Risk Tolerance ADDITIONAL INFO Help
Private Client - Integrity Financial At Integrity, we provide a high-quality boutique experience for our clients, who entrust us with guiding their financial decision-making Our advisors are committed to education, transparency, and intelligent solutions, as we deliver a highly individualized, bespoke, and holistic custom experience
Meet with Your Advisor - Integrity Financial As a wealth advisor and Certified Financial Planner (CFP®) with Integrity Financial, Taylor Snider focuses on holistic planning, economic analysis, and investment modeling
Schedule a Meeting - Advisor Support - Integrity Financial Teddy Steelman serves as a Virtual 401 (k) and Retirement Advisor for Integrity Financial Corporation Born in 1999, he graduated cum laude from the University of Florida with a Bachelor of Science in finance
Integrity Form ADV 2A - integrity. financial Our service lines include wealth management, business financial planning, and legacy planning Integrity’s primary investment focus is asset allocation, with the unique needs of each client being met through custom-tailored investment advice and financial planning solutions