515-251-8592

Integrated Financial Solutions

 

Financial Advisors in Clive, IA

 

Helping individuals and families of all ages explore and discover their financial concerns, dreams, and goals while connecting them to solutions for today and tomorrow.

 

Certified Financial Planners (CFP) Troy Christensen and Jamie Cross have been honored to serve the financial needs of their clients for more than 25 years.  They believe in earning and keeping your trust every day, with every interaction, and with each and every step forward.

 

Along with our staff, we believe in the importance of developing relationships with you so that we can deliver comprehensive plans that meet your needs now and in the future.

 

At Integrated Financial Solutions, we believe that having options is a good thing. As an independent advisory firm, we offer products and services from dozens of institutions so that we can assist you in finding solutions that fit your specific situation.

 

Our clients who have chosen to work with us deserve our time and attention.  We want to be available when our clients need us.  Therefore, we are committed to remaining a smaller firm and generally seek new clients by referral only.