Welcome to Integrative Financial Services
We build connections between people and processes to deliver ultimate profits for credit unions.
How We Help
Our Service Pillars
Led by a founder who has experience as both a CEO and CFO of a credit union, we have a deep understanding of the challenges and opportunities that lie ahead in your financial journey. And, our hands-on approach brings a blend of Synergy, Strategy, and Success to your financial needs:
Your Trusted Partner
Why Businesses and Financial Institutions Trust Integrative Financial Services
Many credit unions grapple with intricate financial functions, often feeling overwhelmed by the constantly evolving standards of compliance and the complexities of financial operations. In today’s fast-paced financial landscape, businesses require more than just operational efficiency; they need peace of mind.
At Integrative Financial Services, we provide just that. We offer expertise that bridges the gap between need and capability, so we ensure that your business won’t just function, but thrive. With us in your corner, you’ll gain an added layer of compliance assurance, rigorous due diligence and the invaluable peace of mind that your business’ financial operations are in expert hands.
High-Demand Key Services
We offer many financial services to credit unions and supporting businesses of all sizes. Our foundational services, such as month-end accounting, set the stage for a holistic financial management approach, ensuring every dollar is accounted for and every strategy is profit-centric.
Here are just a few of the important, high-demand services and responsibilities we take on for our clients:
People. Processes. Profits.
At Integrative Financial Services, we’re more than just your financial service provider. We’re your partner in success.