Okay, here’s a detailed description of Intergy Private Wealth, formatted as requested, aiming for a formal and helpful tone:

Intergy Private Wealth: A Comprehensive Overview

For individuals seeking comprehensive financial planning services and a personalized approach to wealth management, Intergy Private Wealth presents a noteworthy option. Located at 13 S Tejon St #400, Colorado Springs, CO 80903, and reachable by phone at 194138820, Intergy Wealth is committed to assisting clients in achieving their long-term financial objectives. Their website, intergywealth.com, serves as a valuable source for additional information and service details.

Key Features and Services:

Intergy Private Wealth specializes in providing tailored financial planning solutions. They work closely with clients to understand their unique circumstances, goals, and risk tolerance. Their services typically encompass:

Retirement Planning: Developing strategies to ensure a comfortable retirement.
Investment Management: Constructing and managing investment portfolios aligned with client objectives.
Estate Planning: Assisting with the creation and implementation of estate plans to protect assets and provide for loved ones.
Tax Planning: Exploring strategies to minimize tax liabilities.

Accessibility and Client Experience:

Intergy Private Wealth prioritizes accessibility and a positive client experience. The office is designed to be wheelchair accessible, featuring a ramp, accessible parking, restrooms, and seating. Furthermore, they offer online appointments for added convenience. They strongly recommend appointments to ensure dedicated time and attention to each client’s needs. They also embrace an LGBTQ+ friendly environment.

Important Information:

| Feature | Detail |
| ------------------- | ------------------------------------ |
| Address | 13 S Tejon St #400, Colorado Springs, CO 80903 |
| Phone | 194138820 |
| Website | intergywealth.com |
| Specialties | Financial Planner |

Currently, Intergy Private Wealth has 0 reviews on Google My Business, indicating a limited public record of client feedback at this time. The average opinion is 0/5, suggesting a need for more client testimonials and greater visibility.

Additional Considerations:

Onsite services are offered.
Appointment required.
* Appointments recommended for optimal service.

Concluding Recommendation:

While the current lack of reviews presents a minor concern, Intergy Private Wealth’s commitment to accessibility, specialized services, and a client-centric approach makes it a potentially valuable resource for individuals seeking a dedicated financial planner. We encourage prospective clients to directly explore their services and contact them through their website: intergywealth.com. Taking the initiative to connect with Intergy Private Wealth could lead to a valuable partnership in securing your financial future.