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Integrity Financial Planning Inc.
About Us
We're Integrity Financial Planning, Inc., and we've been a premier financial planner in Roanoke, VA, since 2001. Our team takes time to listen and understand your needs, goals, and vision. We help our clients plan for retirement, exit planning, succession planning and tax planning. We can help address a wide range of retirement goals, including but not limited to wealth preservation and protection, tax mitigation, charitable giving, wealth transfer, and private wealth management. We understand that there is no one-size-fits-all approach and customize plans for each client to ensure it meets their individual needs and risk tolerance. We always act with the best interests of our clients in mind. Contact our team today for all of your financial planning needs.
Areas Served
Lexington, VA | Lynchburg, VA | Roanoke, VA | Salem, VA | Moneta, VA | Forest, VA | Blacksburg, VA | Christiansburg, VA
Our Professional Associations
- Better Business Bureau (BBB)
Our Certifications
- Certified Exit Planning Advisor
What We Offer
Our Services include:
- Wealth Preservation & Protection
- Wealth Enhancement
- Charitable Giving
- Wealth Transfer
- Private Wealth Management
Testimonials
On 5/12/2016
Amy Baltimore
had this to say:
Brian and I collaborate on several mutual clients. Brian is very thorough and I am impressed by his attention to detail. Brian is personable and only wants what's best for his clients. I highly recommend him.
On 5/12/2016
Dennis Brown
had this to say:
When I visited Integrity Financial Planning, everything was done in a meticulus manner to ensure I felt comfortable in partnering with them. There was no hesitation in answering any question I had, no matter how simple it was. If you needed additional information or documentaion it was pleasantly provided. Brian and his associate made sure I was well treated during my visit. They are a great group to work with to become your financial partner .
Contact Us
Integrity Financial Planning Inc.
1315 2nd St SW Suite 102 Roanoke, VA 24016
Phone: (540) 266-3100
Email: Info
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Payment Types Accepted
American Express, Cash, Personal Checks, Debit Cards, Discover, MasterCard, Visa
Our Hours
Holiday Hours May Vary. Please Call For Details.
Monday: 8:00 AM - 5:30 PM
Tuesday: 8:00 AM - 5:30 PM
Wednesday: 8:00 AM - 5:30 PM
Thursday: 8:00 AM - 5:30 PM
Friday: 9:00 AM - 1:00 PM
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