advisor

Dino, Pagiazitis

Integrity Point Advisors
9 Drake Lane

Kings Park, NY 11754

6318003667

About Integrity Point Advisors

About Integrity Point Advisors Welcome to Integrity Point Advisors, where your financial future is our foremost priority. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management.

Who We Are At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals.

Fiduciary Commitment At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell - our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer.

Breaking the Traditional Mold Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest.

Building Lifelong Partnerships Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future.

See Disclosures

General Information

Firm Start Year

2024

No. of Employees

2-4

CRD#

5432187

Firm CRD#

250787

Years of Experience in Financial Services

18

Number of Years with Current Firm

1

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 63

Firm Information

Advisor's Number of Clients

40

Advisor's Number of Managed Clients

40

Advisor's Number of Planning Clients

40

Assets Managed by Advisor

$20,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee

Education

Business Management -

William Paterson University
09/01/2001 -06/29/2006

Disclosures

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892501/financialplanners-Integrity-Point-Advisors-detailed-disclosure.html

Disclaimer

Investment advice offered through Integrity Point Partners, a doing business name for Gladstone Wealth Partners, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Wealth Partners and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov.