Financial Services

Financial Planning
Free Financial Consultation

When you need planning assistance or financial advice, turn to Marco A. Moretti III at Integrated Financial Partners, Inc. (IFP). Wave has teamed with IFP and you can meet with Marco at our Wave Offices during their regularly scheduled hours or, if you prefer, by appointment. You can also take advantage of a free consultation without obligation. Call IFP at (401) 632-6698 if you’d like to receive regular financial planning updates from IFP.

IFP has earned a reputation for integrity by providing clients with a deeply informed, objective and independent approach. This enhances our ability to better service members through advanced technology and support as well as access to a powerful array of products and solutions for a volatile market.

  • Estate Planning
  • Business Owner Planning
  • Retirement Planning
  • Employee Benefits Planning
  • Insurance Planning
  • Education Funding
  • Disability Insurance
  • Long-Term Care Insurance
  • Investment Strategies

† Wave Federal Credit Union is neither a subsidiary of nor controlled by IFP/LFAC.
† Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice. Associates of Integrated Financial Partners, Inc. are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Branch Office: 115 Glastonbury Blvd., Glastonbury, CT 06033