Frank W.
6/15/2024
It's good that the SEC finally caught up with Integral Financial and took action. This company is a total scam. They claim to offer a variety of financial products but all they want to sell you is...
Integral Financial
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1072 S De Anza Blvd Ste A206
San Jose, CA 95129
Integral Financial LLC, located in San Jose, CA, provides comprehensive financial advisory services to clients seeking personalized solutions. Specializing in fixed income products like bonds, notes, and CDs, Integral Financial serves as a one-stop shop for investment needs.
With a focus on retirement, college savings, and estate planning, Integral Financial offers tailored financial plans to help clients achieve their long-term goals. The firm is staffed with knowledgeable professionals and offers a range of investment options to suit individual needs.
Conveniently located in the Bay Area with three accessible locations, Integral Financial aims to simplify the investment process for clients, providing easy access to investment-grade offerings and expert advice. Whether opening a new account or transferring assets, Integral Financial prides itself on guiding clients through the financial planning journey with efficiency and expertise.
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Reviews
2.53 reviewsFrank Z.
2/10/2025
Went to their office and nobody there at all. Looks like a crime scene. Is there a group to take legal action together?
George N.
10/16/2018
Nancy Fong is a big lier. She promised to call back several times and never call. After a numerous calls to the office she took my call and just said she can't login to my account to provide us...
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