Retirement
Investing
and Planning.

Fintegrity® specializes in retirement investing and planning for families in the US who are investing above $1 million. Call 201-266-6829.

Trusted and Responsive Wealth Management Expertise

We listen carefully, provide personal attention, and answer questions in clear, uncomplicated language. We limit your risk, favor low-cost solutions, and consider taxes in managing your wealth.

Choosing a Financial Adviser

Retire Confidently

Retirement can be fun and exciting, but it can also bring new financial worries. Retirees who have saved millions of dollars often wonder:

  • Will I run out of money?
  • Could our investments be working harder for us?
  • How much would I lose if we had another financial crisis?
  • Could I be spending more?
  • Do we have the right financial advisor?

Clients’ interests come first at Fintegrity®. We help you feel confident and secure by investing and planning with you.

How We Help

We are retirement specialists who focus on investing and financial planning.

Investing

We invest your money consistent with your needs and preferences to:

  • Create sustainable retirement income
  • Achieve long-term growth
  • Minimize taxes
  • Limit your risk
  • Meet your goals

Financial Planning

We provide peace of mind through a comprehensive evaluation of your current and projected future financial resources, including:

  • Cash flow and asset projections
  • Investment review and recommendations
  • When you will be financially ready for retirement
  • If you can spend more money
  • The amount that may be available to your heirs

Who We Help

I'm retiring soon

Currently working, but planning to reduce paid work in the next few years.

I’m already retired

No longer working for an income to support living expenses.

Ready to get started or just have questions? Let’s talk. Click the button below to schedule a call with us. Risk-free!

Our technology
helps keep your
financial life in
perspective.

 

Will you Meet Your Goals?

This free high-level calculator will help you see if you are on track to meet your goals.

At any time you can request a free consultation.

Some of Our Happy Clients

Hear John’s experience working with Fintegrity

Jean Berkwitt

We are also Fintegrity clients and totally agree with what this client has said.  Jeff is extremely intelligent, well spoken and more than capable to keep our money safe and growing. His personal attention to our needs is unmatched.  We highly recommend his firm!

Fintegrity
5.0
Based on 9 reviews
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David Muskatel
David Muskatel
18:47 23 Sep 20
I highly recommend Jeff as a financial advisor. I've known Jeff for decades and he has a breadth of experience both in the corporate setting as well as working one on one to advise clients on investing and wealth management. Jeff guides clients through financial planning as well as transition during times of change. Jeff has been a counsel to me on investments for many years and I appreciate his long term focus while being close to the current market environment to minimize risks.
Cecile Chen
Cecile Chen
16:18 23 Sep 20
I have known Jeff Barnett , the CEO of Fintegrity, for over twenty years. I trust him as a friend and a personal financial adviser. His care, knowledge and genuine interest in achieving the best for clients are what set him apart as a professional financial advisor. I took on his advice for my investment over twenty years ago when we first knew each other as colleagues. Because of his frequent and astute advice over the years on my investment, I was able to earn my FIRE ( Financial Independent Retire Early)!
Alison Bluestone
Alison Bluestone
20:10 22 Sep 20
Jeffrey Barnett is easily the most trustworthy, competent and caring person I have ever had the honor to work with. i would highly recommend his integrity, knowledge and professionalism. i cannot say enough about how Jeff goes above and beyond my expectations consistently, and that is saying a lot.
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