Dec. 28, 2006 – DATELINE: DOVER; EXETER; NORTH CONWAY; PEMBROKE AND WOLFEBORO, NH…Integrated Financial Partners, Inc., providers of financial services to thousands of clients throughout the East Coast, recently announced their affiliation with Leone, McDonnell & Roberts (LMR) an auditing and accounting firm that also provides tax planning, business consulting and business valuations. LMR has offices in Wolfeboro, Dover, North Conway, Pembroke and Exeter, NH.
Integrated Financial Partners will help LMR improve client services by providing the ability to offer additional retirement, estate and business owner planning, as well as related insurance and investment products. Previous to the affiliation with Integrated Financial Partners, LMR’s Strategic Pension Planning division provided fee-only retirement planning, administration and consulting. Through their affiliation with Integrated Financial Partners, LMR will be able to offer clients a full range of financial planning services. More than just convenience, this total coordination helps to ensure that there are no gaps in clients’ plans that might thwart their financial goals. Individual planning may involve retirement accounts, asset allocation, education funding and tax saving strategies as well as wealth management and transfer. Business owner planning may include exit strategies, continuation plans and executive benefits. Additional services include account aggregation and greater product choices.
Integrated Financial Partners, Inc. is affiliated with Lincoln Financial Advisors Corp. (LFA). LFA is one of the largest planning firms, in the country and it holds the securities platform that provides client statements and service to investment accounts. With over 70 registered representatives in New England, New York and Virginia, a sound business model and numerous local and regional resources, Integrated Financial Partners was the clear provider of choice for the alliance.
Leone, McDonnell & Roberts
LMR has been serving New Hampshire since 1963 and offers auditing and accounting services as well as tax planning, business consulting and business valuations. Officers of the firm include: Eugene F. Leone, Jr., Donald A. McDonnell, Thomas W. Roberts, John D. Callahan, Jr., John J. Daigneault, Roger L. Hamel and Paula Daley-DePlanche. LMR has a staff of 24 catering to approximately 1000 business accounts and 2,000 individual clients. LMR’s philosophy is to provide high quality, timely professional services to all clients; to maintain their expertise through continuing education in all areas of service and to participate actively in the community by volunteering time and resources. For more information, visit their website at www.lmrpa.com.
Financial Security with Integrated Financial Partners, Inc.
Paul A. Saganey, ChFC, CFP established Integrated Financial Partners, Inc., a financial planning company (affiliated with Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor) in 2003 after Allmerica Financial announced its decision to close their broker-dealer to concentrate on its property and casualty insurance business. Many of Integrated Financial Partners’ seasoned brokers were previously affiliated with Allmerica Financial and followed Paul Saganey who was Manager of Allmerica’s eastern region at the time of its closing.
Currently, Integrated Financial Partners is operating with over four billion dollars in assets under management and providing quality products and services to clients throughout New England, New York and Virginia. Integrated Financial Partners owes part of its success to a sound business model along with numerous advisor resources. The company’s growth has also been fueled by the addition of new registered representatives and a business alliance with accountants to its ranks in recent months. Along with registered representatives, management, service and administrative staff, the profitable and fast-growing company has a staff of 140.
Integrated Financial Partners, Inc. offices are located in New Hampshire, New York, Connecticut, Massachusetts, Rhode Island and Virginia. For more information about Integrated Financial Partners, Inc., visit their website at www.ifpadvisor.com.
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