We Value Your Referral

We recognize that by referring your client, colleague, or friend to Integrity Wealth, you’re entrusting this person to our care. It’s a responsibility we take very seriously.

Our financial advisor, Jeff Coplan, is a CERTIFIED FINANCIAL PLANNER™ professional who holds Series 7, 9, 10 and Series 63 licenses. After working at a large national firm for six years, he founded Integrity Wealth in 2006 because he believed his clients deserved more. His refreshing take on financial planning centers on writing—and proactively maintaining—an easy-to-understand plan for each individual client. It’s an approach that helps clients reach their goals and strives to provide financial confidence and clarity.

If you should have any questions about Integrity Wealth , our process, or our team, please do not hesitate to give us a call. We’d be delighted to speak with you.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFPc (with plaque design) and and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.