What Clients Are Saying About Us

My husband and I have worked with Maryann for quite a few years. Over that time, many things have changed - my husband passed away, I retired and moved out of state. The market saw record highs and lows. Through it all, I knew Maryann was there for me. We adjusted my financial plans as my needs changed and we made different choices as the market fluctuated. She showed me how I was positioned to retire and to manage my finances after my husband passed. Her knowledge, fueled by extensive and ongoing research, gave me confidence. She shares that info with me at every step and takes my calls when I'm worried or confused. She seriously considers my concerns, opinions and comfort level before we do anything. Because of the diversity in my portfolio, I'm pleased with overall results. Now that I'm retired, many years of planning have fallen into place and I'm comfortable that "our" financial plan will cover my needs. Our quarterly meetings for updates and "next steps" are thorough, organized, personal and appreciated. An important part of our relationship falls to Maryann's assistants. They have been very helpful and currently, Megan is extremely knowledgeable and responsive. She's a pleasure to work with. I trust that she will follow up, keep me posted and she does so very efficiently. She gets results and is always happy to help. I've recommended Maryann to others and will continue to do so.

^{This statement is a testimonial by a client of the financial professional as of 4/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

I was referred to Maryann Ruck by the CFO of a local real estate company several years ago and have been extremely satisfied with the way Mary Ann has advised me. I have enjoyed a gracious and knowledgeable working relationship with her as we have handled my investments. She has always provided the information for my retirement and associated needs for keeping a balanced portfolio as well as the protection needed to maintain a comfortable income for my remaining years. In doing so she has encouraged me to enjoy the process of the next years and to be involved in the joyful relationships I have with friends and family. As a widow ,it has been very reassuring to me that I have a very Knowledgeable and effective professional guiding me through the ups and downs of the market. I regard her as a personal friend who has my best interests in mind ; and who is available to answer my questions with up to date and honest advise. Needless to say, I admire and appreciate all that she provides for my financial well being, as well as her personal caring for her clients. I would recommend her highly to anyone asking me for a financial advisor .She is very gracious ,encouraging and a delight to know.

^{This statement is a testimonial by a client of the financial professional as of 4/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Maryann was super helpful asking questions to help add clarity for questions like "why we are saving?" and "how much do we need?"  She is passionate about all aspects of finance, including markets and vehicles to accumulate wealth.  That passion comes through in every conversation!

^{This statement is a testimonial by a client of the financial professional as of 4/26/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Like most couples, Brad & I are extremely private.  Finding a financial advisor, we trust, and respect was difficult.  But when we had a significant change in our business, I approached MaryAnn for advice.  I’ll never forget this conversation, because we talked for over an hour, with one question leading to another!  Not only did MaryAnn make herself available, but she is professional, knowledgeable, and approachable.  We hung up with a plan to meet and a bullet list of priorities.  Moving forward with Integrated Wealth Strategies, Inc. has been a crucial part of our financial security and retirement plan. 

We highly recommend MaryAnn and her team.

^{This statement is a testimonial by a client of the financial professional as of 11/3/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Although I consider myself intelligent in many areas, I am the first to admit that when you and I started working together, I was ignorant in the realm of financial planning and retirement. Throughout my divorce process, you have stayed by my side and taught me much in finding my way to financial stability and independence, and I want to thank you for this. Without your steadfastness in supporting me at my beginner steps as well as your highly-respected expertise, I might not have found financial stability. Please know the depth of my gratitude for all that I have gained and secured from your financial expertise.

^{This statement is a testimonial by a client of the financial professional as of 12/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Maryann has a key role in my retirement planning. I had entrusted her with a small retirement account when I left corporate life to open my own business, but it was a few years later after going through a divorce when I really began leaning on her expertise to manage my financial plans. I have greatly appreciated the level of trust she has established with her thoughtful insight and responsiveness to all of my questions. I also appreciate that she monitors the accounts and keeps me informed. I truly believe that she has my best interests in mind with every recommendation she makes.

^{This statement is a testimonial by a client of the financial professional as of 02/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}