Our relationship with you will only be successful if it is based on trust. That trust will be built on our commitment to you and the quality of our character in providing services to you. The Integra Capital team has identified the core values we believe help define our relationship with you and give us the best chance for success.
Courage to be honest with clients and ourselves in the advice we provide and decision making. Our promise to you is a high level of responsiveness and a dedication to delivering an experience we believe you will be delighted with for a very long time. If you ever feel differently we want to hear from you so we can take corrective action.
Courage to be honest with clients and ourselves in the advice we provide and decision making. Our promise to you is a high level of responsiveness and a dedication to delivering an experience we believe you will be delighted with for a very long time. If you ever feel differently we want to hear from you so we can take corrective action.
Services
Integra Capital Advisors has helped business owners, professionals, and families who desire more for their future. Our clients in the Bradenton/Sarasota and Naples/Bonita Springs, Florida areas, as well as those across the country, receive the benefits of our professional and experienced team of financial advisors.
Are you unsure about what goes into putting together a successful wealth management portfolio? Learn much more about the process here. Let's review some concepts related to risks assumed in the process of a personal investment plan for individual investors. Our mission as your advisor is to enable you to live a fulfilling life, confident of achieving your goals.
Integra Capital Advisors works with business owners, professionals and families who desire our personal, yet structured process for planning and investing that relieves them of the day-to-day worry of the financial markets with freedom to pursue what they value most and allows them to feel confident and reassured.
One of our core values is to be leaders in our community. Our company is involved in philanthropic giving and encourages employees to be involved as volunteers in various community efforts and organization. Integra Capital is also a member of the Association of Financial Educators, where we provide complimentary financial education programs to companies and organizations to enhance the attendees chances for financial success.
Reviews (6)
Solar Vision Inc
May 25, 2021
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A. J. Pollard
Mar 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Moving to Integra has been a revelation. My guy Andrew has been beyond responsive, helpful, understanding, and patient. The insights and knowledge they give me makes me a better investor and they’ve had a great deal of success for me which is great of course. I feel at home and I would recommend them to everyone. Sharp group of people,.
Moving to Integra has been a revelation. My guy Andrew has been beyond responsive, helpful, understanding, and patient. The insights and knowledge they give me makes me a better investor and they’ve had a great deal of success for me which is great of course. I feel at home and I would recommend them to everyone. Sharp group of people,.
Scott Bassett
Jan 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
For decades we paid high fees at Morgan Stanley but did not receive the type of excellent results and personal attention we now receive from Integra Capital Advisors. Tom and company put together a solid investment and retirement plan for us. Moving to Integra was the best financial decision we made.
For decades we paid high fees at Morgan Stanley but did not receive the type of excellent results and personal attention we now receive from Integra Capital Advisors. Tom and company put together a solid investment and retirement plan for us. Moving to Integra was the best financial decision we made.
Timothy Grogan
Oct 11, 2020
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Vicki Gipson
Aug 16, 2020
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Alex Sherman
Aug 13, 2020
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