Integrity Financial Group

Integrity Financial Group is a Financial Planner in Rocklin, CA. Since 1992, the firm has provided sound financial advice to businesses, employers, and individual investors. Services include retirement and investment planning, insurance and planning, estate planning, and wealth preservation. The firm helps employers with matters related to funding buy-sell agreements, retirement plans, disability options, and group medical insurance plans. It also works with employees who have Individual Retirement Account plans, Roth IRA plans, as well as 401(k), 403(b), or 457 plans from previous jobs. The business holds a 5.00 rating based on customer reviews.

Cody Olson serves as a strategic and highly experienced expert at the firm, offering unbiased and informative advice to educate business owners, their employees, and individuals. He graduated from Bella Vista High School in 1984 and the University of Nebraska in 1989, where he was part of the varsity wrestling team, the 1987 Big 8 Champion, and team captain. Olson evaluates investment statements to determine if clients are invested correctly based on changing risk tolerance and time horizon, aiming to help clients take a more proactive approach to their financial plans. The firm operates at 5726 Lonetree Blvd in Rocklin, CA. It offers a free portfolio review with no obligations for those seeking to schedule a consultation.

Clients have given the business a positive rating, reflecting the quality of service provided by Olson, who focuses on clients’ best interests and works with integrity.

Integrity Financial Group combines decades of experience in retirement and investment planning with a personal, integrity-focused approach to help Rocklin residents and local businesses manage their financial futures.

The firm is situated on Lonetree Boulevard, just a short distance from the Strikes Center and within a quarter mile of Kathy Lund Community Park and Margaret Azevedo Park.

BizScoreAI awarded a technical score of 96 out of 100, ensuring the website is secure and easily readable by search engines. The business also achieved a discoverability score of 75 out of 100, which allows AI crawlers to access every page and enables AI assistants to recommend the firm.