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SERVICES

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

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 GUIDED

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Michael S. Farmer CFP  , CRPC   , CFS

(508) 926-1452

®

®

100 North Parkway, Suite 201

Worcester, MA, 01605

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

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC,, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial.  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.

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.
 

The LPL Financial registered representative(s) associated with this website may only discuss and/or transact business with residents of the following states: AZ, CA, CT, FL, IL, MA, ME, NC, NH, NJ, NM, NY, OH, RI, SC, WA

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