SERVICES

Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we bring structure and effectively serve the needs of our most complex clients.

 Click below to learn more about the services we offer.

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As your fiduciary, we have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

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Check the background of your financial professional on FINRA's BrokerCheck.


Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

LPL Financial and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.
 
We are licensed to transact business in the following states: CT, FL, IL, LA, ME, MA, NH, NJ, NY, NC, PA, RI, VT, VA

Contact

Connecticut Office

1047 Bantam Rd.  

Bantam, CT 06750

Waltham Office

300 Fifth Avenue 
Third Floor 
Waltham, MA 02451

Laurie G. Gonthier

860-361-9361

Laurie.Gonthier@IFPadvisor.com

Jon R. Gonthier, CFA

781-547-6938

Jon.Gonthier@IFPadvisor.com

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