Integrated Planning Strategies, LLC

Investment Management - Oklahoma City, Oklahoma, United States

Integrated Planning Strategies, LLC Employees

Chris Matteson

Owner

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Integrated Planning Strategies, LLC Senior Management

Chris Matteson

Owner

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Integrated Planning Strategies, LLC Details

Integrated Planning Strategies, LLC is a fee-only registered investment advisory firm. As a fiduciary, IPS serves clients by being their trusted source for objective financial advice. We provide portfolio management services to individuals and 401(k) services to business clients. We manage portfolios using a value investing method. We like to seek out underpriced securities with strong balance sheets, good cash flow, solid dividends and good growth prospects.

Website: http://www.ips-portfolios.com

Employees: 3

HQ:

Location: Oklahoma City, Oklahoma, United States

Revenue:

Integrated Planning Strategies, LLC Technologies

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Microsoft Office 365

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