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IFRToledo
  • HOME
  • ABOUT US
  • SERVICES
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  • CONTACT US

choosing a planner

Searching for the right financial planner can be a daunting task.  Here are some questions you can ask your prospective financial planner.  Please let us know if we can be of assistance in any way!





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IMPORTANT NOTICE TO VISITORS 


WE DO NOT SEEK PRIVATE PERSONAL OR FINANCIAL INFORMATION VIA EMAIL. ASSUME SUCH REQUESTS ARE NOT FROM AN AUTHENTIC SOURCE AND CONTACT US DIRECTLY AS NOTED ABOVE. TO HELP PROTECT YOUR PRIVACY, WE STRONGLY RECOMMEND THAT YOU AVOID SENDING PRIVATE INFORMATION, SUCH AS FULL ACCOUNT NUMBERS AND SOCIAL SECURITY NUMBERS, THROUGH EMAIL. REQUESTS TO BUY OR SELL SECURITIES THAT ARE RECEIVED BY EMAIL WILL NOT BE ACCEPTED AND WILL NOT BE PROCESSED. THIS E-MAIL ACCOUNT MAY NOT BE MONITORED AFTER OUR NORMAL BUSINESS HOURS. SECURITIES PRODUCTS OFFERED THROUGH CONCORDE INVESTMENT SERVICES, LLC, MEMBER FINRA/SIPC; ADVISORY SERVICES OFFERED THROUGH CONCORDE ASSET MANAGEMENT, LLC, AN SEC REGISTERED INVESTMENT ADVISER; AND INSURANCE OFFERED THROUGH CONCORDE INSURANCE AGENCY, INC. (COLLECTIVELY REFERRED TO AS “CONCORDE”). DEPENDING ON THE TYPE OF SERVICES USED AT CONCORDE, INDIVIDUAL REPRESENTATIVE OFFERINGS AND AFFILIATIONS MAY VARY. THE SENDER OF THIS EMAIL IS AN ASSOCIATE OF CONCORDE: IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE DESTROY ALL ELECTRONIC AND PAPER COPIES AND NOTIFY THE SENDER IMMEDIATELY. ERRONEOUS TRANSMISSION IS NOT INTENDED TO WAIVE CONFIDENTIALITY OR PRIVILEGE. BY EMAILING CONCORDE YOU ARE CONSENTING TO ALL EMAILS BEING AUTOMATICALLY ARCHIVED, ACCESSED BY AUTHORIZED PERSONNEL, AND PRODUCED TO THIRD-PARTIES WHERE REQUIRED BY APPLICABLE LAWS.  


COPYRIGHT © 2022 INTEGRATED FINANCIAL RESOURCES, INC. - ALL RIGHTS RESERVED.    


7261 W. CENTRAL AVENUE

 TOLEDO, OH 43617 

PHONE: 419-842-1505 

FAX: 419-842-1406

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