Local Authenticity,
World-Class Expertise
With over 30 years of experience, Integrated Investment Strategies delivers tailored financial solutions for individuals, families, and businesses.
About Integrated Investment Strategies
Founded in 1991 by Curtis H. Robertson, Integrated Investment Strategies, Inc. has proudly served the people of Indiana for over 30 years. Our unwavering commitment is centered around providing essential financial guidance to everyone, empowering them to achieve their goals.
Under the expert leadership of Daniel Lubs, a CERTIFIED FINANCIAL PLANNER™ professional and our lead advisor, we have expanded upon Curtis’ legacy of expertise and successful investment strategies to offer comprehensive financial planning services for individuals, businesses, trusts, and more.
A Note from Your Personal Financial Advisor, Daniel
“I believe in building relationships based on trust, transparency, and a commitment to achieving your financial aspirations. It’s more than just numbers and charts; it’s about understanding your story, your dreams, and crafting a plan that’s tailored just for you. I look forward to the privilege of guiding you on your financial journey.”
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