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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 clients.

 

Click below to learn more about the services we offer.

BUSINESS OWNER

PLANNING

INSURANCE STRATEGIES

LEGACY AND ESTATE PLANNING

FAMILY FOCUSED 

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

Tappan Office | 1 Kings Highway, Tappan, NY 10983  | (914) 437-9400

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Investment advice offered through Integrated Financial Partners, doing business as Guarnieri Wealth Management, a registered investment advisor. Guarnieri Wealth Management and its individual partners are solicitors to Integrated, compensated for solicitor services. Guarnieri Wealth Management and its individual partners do not provide investment advice. Guarnieri Wealth Management and its individual partners are not affiliated with Integrated Financial Partners. Click on the link for the solicitor disclosure statement.

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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