Fintegra’s History:

In an era of consolidations and huge financial company mergers, Fintegra’s founders saw a need to provide a truly INDEPENDENT, UNBIASED alternative in the third party financial marketing arena. Fintegra was founded in April 1998, and was created to fill that niche: To establish a totally independent broker/dealer, with no proprietary product offerings and no hidden loyalties. Our Account Executives can concentrate on finding the appropriate product or service to fit the client's individual needs and objectives, thus strengthening the trust and solidity of the relationship.

The desire of Fintegra's founders was to create a TRULY independent broker-dealer

• One that was not owned by a large insurance or financial company, therefore not biased toward proprietary products
• One that placed the client's needs first
• One that listens to and communicates with our Account Executives and their clients
• One that puts service at the forefront of our daily business.

Fintegra works with registered representatives within financial institutions and independent offices. We encourage private labeling of the program, to create a unique brand image in the community.

From our ability to offer an unlimited array of nonproprietary investment and insurance products, to our unwavering dedication to personal service and support, Fintegra provides Account Executives with a strategic partnership to compete in an ever-changing and increasingly challenging financial marketplace.

Our Mission Statement:

Fintegra Financial Solutions stands for financial integrity, passion, and creativity; being a true strategic partner, with a commitment to achieving outstanding value for our customers through supportive relationships, creative solutions, and unwavering integrity.

Our Philosophy:

Our promise is to be a true strategic business partner by listening to our customers’ needs and delivering the tools to help them be successful. We strive to provide the finest financial products and services available, combined with objective, unbiased advice, and superior support.

The personal, individualized, unbiased service we provide is what differentiates us in our industry. We take pride in understanding our clients and their financial needs, and adhering to the highest ethical standards in the industry.

At Fintegra, our commitment to service is a defined blueprint of values:

• Quality service to our customers . . . Always maintain our primary focus
• Excellence in reputation . . . Be part of something special
• A “never be satisfied” attitude . . . Work to continually improve
• Encourage new initiatives . . . Support entrepreneurial thinking
• Embrace independence . . . Make unbiased, objective decisions

Our beliefs make us stand out as a truly unique broker-dealer solution:

• Customers are people, not numbers.
• Customers should have access to the finest products available combined with objective, unbiased advice and support.
• Our employees are the foundation that builds a strong company.
• A “can-do” attitude is the only attitude.

Our people make the difference: Our company is driven by our staff of caring, knowledgeable, and innovative experts, who embrace teamwork, integrity, and excellence. They have hands-on expertise and skills gained from years in the business, with an average of 12 years of experience in the financial services industry. Three-quarters of the staff have NASD Series 7 Registrations, and one-half are Series 24 Securities Principals. Our staff is proactive, personable, and truly exceptional, making Fintegra soar above the competition.

This is Fintegra. Welcome to a new way of investing.

Our Purpose:

To assist Account Executives in helping customers meet their financial objectives. By fulfilling our purpose, Account Executives will strengthen the relationships they have with their clients while attracting new customers.

Fintegra has positioned itself to be a “boutique” provider of investment and insurance services. Fintegra partners with registered representatives within financial institutions and independent offices to provide a broad array of independent financial products and services, objective unbiased advice, and superior technology to meet clients’ specific financial needs. Our sole purpose is to assist Account Executives in meeting their clients’ financial objectives. By fulfilling our purpose, Account Executives will strengthen the relationships they have with existing clients, while attracting new customers.

Fintegra strives to provide the best products and services to fit the client’s individual financial needs. There is no one financial product or service that meets everyone’s situation; therefore, we have contracted with the leading providers in the country to provide competitive products and services, which have been put through strict due diligence standards.

Our Future:

Fintegra is resolute in evolving at the forefront of the marketplace. Today's ever-changing products, services, and legal and tax environments keep us, Account Executives, and clients, on our toes. As new, more advanced, more complicated products and services appear on the horizon, we actively review and perform due diligence on companies and their respective products. Our clients expect nothing less than superior service and honest business.