Our approach to working with clients is based on extensive experience in all aspects of financial planning and the comprehensive understanding we have of federal and state tax laws, how they apply, and the opportunities they present to our clients.
We utilize a team approach and consult with the client's legal, tax, banking, investment and insurance advisors producing comprehensive plans. This “checks and balance” system helps protect our clients now and in the future. Transparency and confidentiality is key. Strict business and personal ethics are always practiced.
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Terrence M. Tormey began his career in the financial services industry in 1984. His professional credentials are the hallmark of his effective service to thousands of clients over the year.
Our offices are located in Delray Beach, Florida and Syracuse, New York. We serve clients throughout Upstate New York, New England and the Northeastern US. We also serve Florida and the Southeastern US.
Integris Financial Network and Paradise Advanced Planning are totally independent and we are not agents or employees of any insurance company, annuity company, or investment firm. We have no production quotas or loyalty to anyone but our clients. For over 30 years, we have worked strictly by referral from existing clients, professionals, and centers of influence within our network.
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