Financial Confidence Starts Here
Empowering Hoosiers with financial expertise and risk management for over 25 years.
Build A Financially Confident Future
Integrated Investment Strategies, Inc. is a leading financial consulting firm based in Indiana. With a strong focus on serving local Hoosiers and businesses, our team of experts is dedicated to providing personalized strategies that empower clients to make smarter decisions, gain greater control over their finances, and build long-term financial confidence.
Financial Services
We provide custom tailored planning for every client. Complete planning with all services as a turn-key wealth management solution or individual solutions to meet each clients need through their financial journey.
Our Golden Standards for Financial Growth
Fiduciary Approach
Our fiduciary duty means we are legally and ethically bound to act in your best interests, ensuring unbiased advice, transparent decision-making, and personalized solutions tailored to your financial goals.
Data-Driven Decisions
We base our decisions on data and facts rather than personal bias. This fosters innovative strategies and empowers you to make more informed and confident financial decisions.
Risk Conscious
We prioritize risk management, ensuring your financial choices balance security with progress toward your financial aspirations and long-term goals.
Meet Daniel, Your Personal Financial Advisor
Daniel Lubs, a CFP® professional, proactively helps you navigate through every financial situation. No matter if you’re starting to consider retirement, starting or running a business, searching for investment advice, or looking to improve how tax efficient you are. Daniel can help guide you toward the financial future that you can be confident in.
Home Office
Carmel | 600 E Carmel Dr, 46032
Email: info@integratedinvestments.biz
Tel: 317-843-5577
Hours
Monday – Friday | 9 AM – 4 PM
Saturday & Sunday | Closed
Other Meeting Locations Around Indiana
Noblesville | 23 S 8th St, 46060
Fishers | 11650 Lantern Rd, 46038
Indianapolis/ Fort Harrison | 9165 Otis Ave, 46216
Plainfield | 2680 E Main St, 46168
Greenwood | 3209 W Smith Valley Rd, 46142