Integrated Financial Group

Integrated Financial Group is a financial planner in South Jordan, UT, located at 10610 S Jordan Gateway Suite 210. It holds a rating of 4.90 based on 0 reviews. The firm provides financial planning services for individuals, families, and business owners.

The team utilizes The Integrated Process to assist clients through discovery, evaluation of resources, and the creation of a comprehensive plan. Services are organized into three primary areas: grow, preserve, and give. Under the grow category, they offer wealth management, business transaction planning, entity planning, and income tax strategies. To preserve assets, they provide estate tax planning, asset protection, family wealth projections, and life insurance. Their give services include legacy planning, charitable foundations, and donor-advised funds.

The team includes Sam C. Clark, Les Barber, Casey D. Kotter, CFP®, CRPC®, Cortney Albanese, Mana Angilau, CFP®, Quinn Ringer, and Tyler Ehninger. They offer specific technical services such as insurance analysis for personal liability, home and auto coverage, and disability or long-term needs, as well as estate meetings to match objectives with recommendations for attorneys.

The firm sits on S Jordan Gateway, just steps from the intersection with South Jordan Parkway and about 0.2 miles from Gateway Park.

BizScoreAI awarded a Content Quality score of 100 out of 100, meaning the website clearly describes its services and answers customer questions in a way AI assistants can quote. A Technical score of 93 out of 100 shows the site is secure and structured so search engines can read it without errors. The business ranks number 3 of 6 Financial Planner businesses that BizScoreAI has scored in South Jordan.