
Garrett (and his team) are an excellent resource for sound advice about your financial health. They are very responsive, knowledgeable, and have steered us right over the last few years. Garrett...
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IFC and Insurance Marketing, Inc. is a financial services firm based in Auburn, CA, offering sound financial advice and wealth management services. With a holistic approach to wealth management, they provide custom-tailored plans for each client, focusing on tax efficiency and minimizing fees. Their relationship-driven approach, high efficiency, and quick responses set them apart in the industry.
Integrated Financial Concepts (IFC) is committed to delivering excellence, ethics, transparency, and creativity in financial planning. Their services include business succession planning and family legacy planning, ensuring smooth transitions and preserving legacies. Clients praise IFC for their forward-thinking approach and low-pressure consultations, as well as their active involvement in giving back to the community.
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Garrett (and his team) are an excellent resource for sound advice about your financial health. They are very responsive, knowledgeable, and have steered us right over the last few years. Garrett...
Great attention! They have provided our Life Insurance for over 20 years and we have had the cash value grow as the cornerstone of our retirement plan. They also help us secure high yield IRAs...
Great financial advisor. They are willing to educate and take time to explain the options and their recommendation. Worth the cost for the peace of mind that knowing a professional is helping you...
Forward thinking firm that puts your best interest first! I would highly recommend utilizing this firm for investing purposes.
After seeing the owners of this company around town over the years I decided to meet them to simply have a discussion regarding what they offer. After that discussion I was impressed enough to...
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