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SERVICES

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

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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.

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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

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

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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. 

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

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For more information visit www.FINRA.org or www.SIPC.org.

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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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