Investing can be a daunting task, Integral Financial has the right people with right investment tools to help you achieve it. Whether you need a brokerage account, rollover, traditional, Roth IRA, or transfer assets to Integral from another firm – it only takes a few minutes of your time to start the journey with us! First step is to open an Integral Financial Account with us.
Personal Financial
Advice
Financial Planning and Execution
all-in-one
Easy Access
Locations
We are right here in the Bay Area, with three convenient locations.
Extensive Investment Products
Investment-graded offerings to most accessible investment tools on the market
Integral Financial
Transfer Assets
To transfer assets to Integral Financial from another firm, first open a compatiable Integral Financial account.
| Account To Transfer | Compatible Integral Account |
|---|---|
| Individual / Joint Brokerage | Individual / Joint Brokerage |
| Traditional IRA | Traditional IRA |
| Rollover IRA | Rollover IRA |
| Roth IRA | Roth IRA |
| 401(k), 403(b), 457(b) | Rollover IRA |
Not sure what to do? You can always call 408-996-1118.
Our Rollover Plans
Retirement Plan Rollover
The information below can help you decide if consolidating your assets to Integral Financial may be best for you or call 408-996-1118 to speak with us today!
Advantage to Rollover
- Your investments will remain tax-deferred until you withdraw them.
- You will be able to select a wide range of investment choices, including stocks, options, bonds, CDs and more.
- You have the option to convert to a Roth IRA.
Please see important information on rollovers here!
Refer a Friend!
If you are satisfied with our products and services, refer your friends and family to us. We want to have the opportunity to achieve their financial goals with our tailored investment solution.
- Tell us the names and email address of the people you’d like to refer, and write them a personal message.
- We will contact them personally with a financial plan that tailor to their needs. No string attached.