James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth - Farmington, Connecticut

Address: 20 Waterside Dr Suite 202, Farmington, CT 06032.
Phone: 2032787727.
Website: integritywealthretirement.com
Specialties: Financial planner, Financial advisor, Financial institution, Stock broker.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 353 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth

James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth 20 Waterside Dr Suite 202, Farmington, CT 06032

☎️2032787727

⏰ Open Hours of James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth

Monday: 8 AM–7:30 PM
Tuesday: 8 AM–7:30 PM
Wednesday: 8 AM–7:30 PM
Thursday: 8 AM–7:30 PM
Friday: 8 AM–7:30 PM
Saturday: 8 AM–7:30 PM
Sunday: Closed

Integrity Wealth: Professional Financial Services with James Beyer

Located at 20 Waterside Dr Suite 202, Farmington, CT 06032, Integrity Wealth is a top-notch financial services firm led by the experienced and trustworthy James Beyer, AIF®, CLTC®. James and his team offer comprehensive financial planning, advising, and brokerage services to help clients achieve their financial goals.

With specialties in financial planning, advising, and institutional stock brokerage, Integrity Wealth provides personalized, tailored solutions for each client's unique needs. The company is dedicated to delivering the highest level of service and expertise, ensuring clients feel confident and well-supported throughout their financial journey.

In addition to their impressive expertise, Integrity Wealth also stands out for its accessibility and convenience. Online appointments are available, and the office is wheelchair accessible with ample parking and restroom facilities. This commitment to accommodating clients creates a welcoming and inclusive atmosphere.

To date, Integrity Wealth has received an impressive 353 reviews on Google My Business, with an average rating of 5 out of 5 stars. Clients consistently praise James Beyer and the team for their professionalism, integrity, and exceptional service. One notable review highlights how James' trustworthiness and promptness have consistently exceeded expectations, making him a highly recommended financial advisor.

With a proven track record of success, a strong commitment to client satisfaction, and a highly skilled team led by James Beyer, Integrity Wealth is the go-to choice for anyone seeking top-tier financial services.

Why Choose Integrity Wealth

Experienced and knowledgeable financial advisors
Personalized, tailored financial planning and advising
Specialties in financial planning, advising, and institutional stock brokerage
Accessibility and convenience with online appointments and wheelchair accessibility
Exceptional client reviews and testimonials

👍 Reviews of James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth

James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth - Farmington, Connecticut

E. R.

5/5

⭐️⭐️⭐️⭐️⭐️

I’ve had the pleasure of dealing with Jimmy and every experience has been nothing short of professional. He is always prompt, reliable, and incredibly trustworthy—a rare quality in today’s world. Jimmy has consistently shown confidence in my work, even paying me before the job was completed, which speaks volumes about his integrity and character. It’s refreshing to deal with someone who values honesty and professionalism as much as he does. Highly recommend doing business with him!

Alex K.

5/5

Jim and his team bring that human element that you simply can’t get with an app or a 1-800 number. Jim and his team not only found affordable solutions not only for my home and auto but for Life insurance solutions as well. It seemed like building trust and a relationship was almost more important than the sale itself. After finding more about me Jim and his team took a wholistic approach at my portfolio and started tailoring it to my goals both short term and long term all while being back with life insurance for the what if.

Stan K.

5/5

After being dissatisfied with a few senior planning companies due to their lack of communication I came across Jim’s ad explaining his services. We met at my house and he spent several hours reviewing our retirement situation and medical plan needs. He consolidated all of our accounts and needs and in detail explained it in laymen’s terms.
He is extremely professional in his dealings with us and we highly recommend him.

Chris B.

5/5

James Beyer is a highly skilled and trustworthy financial advisor who always puts his clients first. His deep expertise, integrity, and ability to simplify complex financial strategies make him an invaluable resource. I’ve known James for years and confidently refer all my clients to him because I trust him completely. If you’re looking for a dedicated, ethical, and results-driven advisor, James is the one to call.

Ramona D.

5/5

James Beyer has been a pleasure to work with. He was recommended to me by a family member, I have been happy with his knowledge and expertise involving Medicare information. He always answers my questions and needs in a very timely manner, I would highly recommend him

Nancy L.

5/5

James was knowledgeable about Medicare and explained the differences between Medicare and Medicare Advantage. He answered all our questions and made signing up easy. I will be recommending him to family and friends.

Louis C.

5/5

I met with Jimmy, and he's a great insurance agent. He came to my office, and is very knowledgeable. He was able to help me with my medical insurance immediately. I highly recommend him.

Phil M.

5/5

Jimmy is so great! He is very patient and willing to help on every issue. He set up and added apps on my phone for my Schwab and OTC accounts. He explains my insurance coverage and investment choices very clearly. He is also a good listener which I appreciate.