John Cogan

Financial Advisor at Integrity Wealth Solutions - Cherry Creek, CO, US

John Cogan's Contact Details
HQ
303-716-5777
Location
Portsmouth, New Hampshire, United States
Company
Integrity Wealth Solutions
John Cogan's Company Details
Integrity Wealth Solutions logo, Integrity Wealth Solutions contact details

Integrity Wealth Solutions

Cherry Creek, CO, US • 5 - 9 Employees
Financial Services

Integrity Wealth Solutions' vision is to provide clients with comprehensive wealth management in a fair and equitable manner. To us, the word "integrity" means always putting the client first, doing the right thing, and eliminating any conflict of interests.After working in financial advisory industry over the past 20 years, the team at Integrity Wealth Solutions realized that the advisor's bottom line should not come first; the client's needs, interests and success should.Thus, Integrity Wealth Solutions was born. We walked away from the traditional practice of charging a fee based on percentage of assets under management. We believe in transparency, and therefore moved into a straightforward and fair annual flat fee tiered compensation structure.As an independent Registered Investment Advisor, registered with U.S. Securities and Exchange Commission, Integrity Wealth Solutions is able to offer the independent, unbiased advice and solutions that our clients deserve.Integrity Wealth Solutions is a privately owned, independent financial planning and wealth management firm. Integrity Wealth Solutions serves as a fiduciary and our business model is not predicated by the sale of proprietary financial products and we are not affiliated with any single company.We attribute the success of our business to the cornerstones upon which we rely: integrity, process, competence and service. We believe that adherence to these four principles will result in long-term relationships with our clients, based on mutual trust and respect.

Flat Fee Only Financial Planning & Investment Management Retirement Income Planning College Education Funding Integrated Tax Planning Business Planning Estate & Charitable Gift Planning Insurance Review Flat Fee Only Financial Planning & Investment Management Estate & Charitable Gift Planning Flat Fee Only Financial Planning & Investment Management Estate & Charitable Gift Planning
Details about Integrity Wealth Solutions
Frequently Asked Questions about John Cogan
John Cogan currently works for Integrity Wealth Solutions.
John Cogan's role at Integrity Wealth Solutions is Financial Advisor.
John Cogan's email address is ***@integrity-wealth.com. To view John Cogan's full email address, please signup to ConnectPlex.
John Cogan works in the Financial Services industry.
John Cogan's colleagues at Integrity Wealth Solutions are Denise Martindale, Clint Thomas, Jared Sosa, Justina Welch, Katie Banks and others.
John Cogan's phone number is 303-716-5777
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