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Integrated Wealth Strategies

Austin

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About Integrated Wealth Strategies

A wealth management and financial advisory firm led by Danny that helps clients with investment management and tax planning. Clients praise the team's personal care, real relationships, and trustworthy approach to managing their financial security.

Best for

Life planners

Term life, health, and disability income planning.

Coverage & Carriers

Coverage

Life

Term, whole life, disability income, final expense

What clients are saying

★★★★★

PERFECT FIT! Danny and his team care so much about their clients. We had an amazing experience at the Caswells Christmas party. These people are so real and upbeat. Tonight was awesome and look forward to seeing everyone next year. ❤️

Google reviewer

★★★★★

I called about my taxes with IRS who was asking me to return my stimulus check back to them without giving me any slight reason or why I should return it When I’m long years Tax Payer and entirely eligible to receive my Stimulus check moreover, I have never received any stimulus check the time when should be sent nor after! But Don Macha (Tax Advisor) confirmed that I’m Tax payer entitled to it and should not be returned.

Google reviewer

★★★★★

I sleep great at night knowing my money is in great hands with Danny and Austin...

Google reviewer

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About the agency

Agency type

Unknown

Contact & hours

Show Phone Number Visit website Get directions

11044 Research Blvd Ste a-400, Austin, TX 78759, USA

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