Why financial advisors trust our strategic partnership

At Financial Integrators, we’re dedicated to being the best strategic partner for comprehensive financial advisors. We believe that our clients’ success speaks for itself, and we invite you to connect with other financial advisors in our network to learn more about their experiences. Contact us today to discuss how we can help your financial practice.

These are the experiences of the Financial Professionals and are not indicative of future results or experiences of clients.

Hawkeye Financial

I outsource asset management and basically everything to Financial Integrators. My revenue has soared, I work fewer hours, my clients are extremely well-served and life is good.

Justin Ryan, CFP®, AIF®, CRPS®

Simply Sophisticated Wealth Planning

The support from the transition team at Financial Integrators has made this transition much faster than I expected. Over 90% of my clients' accounts were transitioned over in the first 90 days, and the team's approach to the transition was a big reason why. Regular weekly meetings before and during the transition period, with a running agenda kept issues from falling through the cracks and the process allowed me and my assistant to focus on getting account-opening paperwork signed and returned. Moving to a new broker-dealer can cause anxiety, but having their transition team stay on top of getting any issues to the right people at Cambridge was reassuring.

Keith Piscitello, CFP®, CRPC®, CPFA®, MBA

C-Squared Wealth Strategies

The Financial Integrators’ asset management process is more involved than what I could do on my own and provides great value to clients. I even put their investment committee on my website.

Wes Coody, AIF®, CFS®

Financial Advisor, CEPA® in Iowa

In one year alone, we were able to bring in $84 million in new assets under management. We would not have had the time to do that without the support of Financial Integrators. They manage portfolios, do all of our financial plan data entry and preparation and develop all of our insurance cases. More importantly, they’ve been our steadfast partner for over ten years. Whenever we have an issue with our broker-dealer, or with an account, Financial Integrators are in our corner advocating for us and doing everything they can to make us look great in front of our clients. They are a good team, and I’m glad they have my back.

Iowa Financial Advisor, CEPA®

Mosaic Financial

The transition team did an incredible job for us and our clients. With their help, we transitioned 95% of my clients' accounts in the first 90 days. We had weekly team meetings so that made sure everything was on track. This organization allowed my assistant and our team to focus on getting account-opening documents signed and submitted without distraction. The transition support was so important to our firm to successfully change broker/dealers and we are so happy to be with Cambridge Investment Research and Financial Integrators.

Adam Prewett, AIF®

Financial Advisor in Illinois

The team at Financial Integrators are the utmost professionals. I didn't know this level of support existed and my only regret is not meeting them earlier in my career. From the transition support to the outsourced services and expertise, my practice feels like it's running as an efficient machine for the first time in a long time.

Illinois Financial Advisor

Shoal Creek Wealth Partners

Throughout the entirety of our journey, the dedicated team steadfastly supported us, adeptly navigating us through the myriad challenges with their invaluable counsel and precise guidance. Taylor, Micaela and Kim exhibit unparalleled professionalism and proficiency, making them an absolute delight to collaborate with.

Jonathan Hornsby, CFP®, CRPC®, MBA

Financial Advisor, CFP® in Missouri

Once I describe the investment method and the team of experts we bring to the table, my clients trust the process. We rarely focus on specific funds or other investment details; just the progress of their plan.

Missouri Financial Advisor, CFP®

Financial Advisor, CFP® in Iowa

By outsourcing to Financial Integrators, I get paid back tenfold in the time that I save. Even if I cut my practice in half, I couldn’t manage what they do for me on my own. Financial Integrators helped my business leap forward. Their professionalism, trustworthiness, and depth of expertise let me lean into serving my clients in a deeper, more holistic way. I have fewer clients than I did 10 years ago and doubled my production again last year. That wouldn’t have happened without their support. When an advisor needs help, Financial Integrators should be their first hire.

Iowa Financial Advisor, CFP®