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International Planning Alliance, LLC (IPA)

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International Planning Alliance, LLC (IPA)

Overview:

International Planning Alliance, LLC is a premier financial services firm built on a tradition of "doing what is right". Our mission is to provide customized and innovative solutions that enhance financial security and maximize wealth. We will achieve our mission by providing the resource, expertise and support necessary to deliver superior service to our clients.

At IPA, you will never find a standardized approach to financial management. Your personal IPA Advisor will take the time to understand your goals, dreams and concerns. We will consult with you and ask questions designed to gain insight to the plans and products that you currently have in place. We’ll then step back and analyze the big picture, assessing performance, linking strategies and ultimately making recommendations to ensure that you are receiving the most efficient and integrated plan possible.

History:

International Planning Alliance, LLC was formed as a result of a merger of three financial advisory firms and has emerged as one of New York metropolitan area’s premier financial management concerns .

From its humble beginnings, IPA has developed into a network of highly skilled professionals dedicated to offering integrated financial solutions and strategies and to linking all elements of a person’s financial life to create a holistic and powerful synergy.

This unique methodology coupled with an uncompromising dedication to ethics, integrity and service has resulted in rich enduring client relationships and unprecedented growth.

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