I have been a customer of Integrated Financial Services for over 20 years. I have worked specifically with James Davenport. James is competent and personable and has done an excellent job managing our funds. I am one who invests and leaves it alone which I can do knowing it will be well managed. He is very detail oriented, familiar with the macro environment and has made good decisions on our behalf. I highly recommend James and his firm.
James and Sam are excellent at laying the groundwork for financial stabilityThey are exceptional at taking note of major or minor changes in your life and are one step ahead of providing a customized solution for you. We have had great returns investing with them, but more importantly they are transparent, personable, creative and good listeners. I highly recommend them.
My wife and I have been thoroughly impressed with James Davenport and his entire team. Integrative Financial's comprehensive approach to our financial situation has given us great peace of mind. James has excellent communication skills and teaches us, explains confusing concepts, and answers our questions in an understandable way. Our only regret is not finding him and his team sooner!
We have worked with James Davenport at Integrated Financial Group for the past eight years and have found him and his entire team to be amazing! He is responsive, proactive and genuinely interested in providing us the finest financial advise and information available. He truly cares about our family and our financial security and future and is not only a professional financial advisor but has become a valued friend and relationship to us and our family. We could not be happier with the service and results we have achieved with our financial portfolios! We can strongly recommend James to anyone who wants personal attention and positive financial results. He also has a team of people working with him who attend to our every request and need in a timely and professional manner. His efforts have not only provided us with financial security but we never lose sleep anymore about our financial and estate issues.
We have been working with Les Barber and the IFG team now for almost 10 years and we are incredibly grateful for the financial services they have provided to us. At a time when life was becoming that much busier with energetic, young children in our home, we needed help not only planning for our financial future, but also managing the execution of the plan. Prior to talking any finances, however, Les took ample time to get to know us, to understand us - our concerns, our challenges, our strengths and hopes, needs and desires. Les then met with us face-to--face to present a full layout of the plan. Ever since, he reaches out regularly providing us updates and recommendations for adjustments to the plan as the financial world continues to evolve. The performance of our financial plan all along has been remarkable. It is not often when we can say we would trust someone with our life savings, but indeed we have, and we are incredibly grateful knowing that Les and the IFG team have us covered.
James and his team are excellent to work with and are very good at what they do. He takes a personal interest in our individual goals and is incredibly effective at helping us accomplish those goals. James was recommended to us by a close friend who has worked with James for years and we have had an exceptional experience. We are amazed how much we have been able to accomplish during the time we have worked with James. He is great at helping with tax planning (in conjunction with our existing CPA firm) and investment strategies and provides sound business advice and recommendations. He does what he says he will do. He has a method for reviewing areas he feels we should consider and then he allows us to choose what we feel will be best for our family and our business. Thanks James.
Les is detail oriented, he has a desire to help us achieve our goals. He is willing to investigate other options if we ask. He provides good council and is very professional
These guys do a great job. Sound planning and advice, and consistent follow up. They have a well run organization and communicate well and regularly. They have a sound financial strategy based on goals, risk tolerance, and where you are in life.
I've worked with Integrated Financial Group and Les Barber for many years. I'm so grateful I was introduced to him for our financial planning. Les is honest, thorough and knowledgeable. I trust his recommendations and he has helped us with our goals and dreams over the years and for our future as well. I truly feel he has my family's interests as his priority and he has become a good friend as well as our financial advisor. He listens to us and tailors our plans according to our needs and risk tolerance. I'd highly recommend this team to anyone.
Was referred by my tax guy who could see we need to invest "smarter". We are so relieved to have a financial plan. We love Cort!
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