Timothy Demeritt CFP – Integrated Financial Partners

Timothy Demeritt CFP - Integrated Financial Partners is a Financial Planner in Franklin, MA, located at 5 East St. The firm serves professionals, families, and business owners by providing comprehensive financial planning that integrates money, goals, values, and resources. Services include retirement income planning and distribution strategies, tax-efficient investment management, estate and legacy planning, business succession and exit planning, risk management, income protection, executive compensation optimization, and Medicare guidance. The team works in a fiduciary capacity, legally and ethically bound to put client interests first.

The firm offers a concierge experience with a dedicated team that coordinates with clients' CPAs, attorneys, and other professionals. Their approach translates complex financial concepts into clear terms and provides proactive guidance to anticipate needs before they become problems. For business owners, they provide business analysis, value growth strategies, and exit and succession planning to help prepare for a successful transition. They assist with questions regarding business valuation, increasing business value, attracting and retaining key employees, protecting the business from the loss of key personnel, minimizing taxes upon exit, and separating personal finances from business finances.

The team includes Timothy Demeritt, CFP®, as Financial Planner; Steve Kolano, CFA, as Chief Investment Officer; Raymond J. Lucas, Jr., CFP®, CRPC®, as Senior Vice President of Financial Planning & Training; Becca Zophin as Chief Marketing Officer; Gregory Freeman as Advanced Planning Specialist; Ann L. Swartz, CLU, ChFC®, CASL, CLF®, as Chief Compliance Officer; Derek Chesley as Case Design Specialist; William D. Hackler as Director of Retirement Plan Services; Richard E. Austin, JD, LLM, CIMA®, as Executive Director, Estate and Business Planning; William Beaudoin, CFS, CBEC, as Vice President of Case Design; and John C. Pastore, Jr., CRPC®, as Executive Vice President.

Timothy Demeritt CFP - Integrated Financial Partners combines fiduciary integrity with specialized expertise in business and estate planning to help clients in Franklin secure their financial futures.

The firm is situated on East Street in Franklin, Massachusetts, just steps from the Franklin Fire Department and the Franklin Historical Museum. It is also located near West Central Street and Emmons Street.

BizScoreAI gives the business a Discoverability score of 100 out of 100, which ensures that AI crawlers can access every page of the website so the business can be recommended by AI assistants. The Technical score is 94 out of 100, confirming the website is secure and indexable for search engines without errors.