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1126 West Foothill Boulevard
Suite 200
Upland, CA 91786
(909) 599-2800

13721 Roswell Avenue
Suite A
Chino, CA 91710
(909) 767-4155

A Fruitful Retirement: Social Security Benefit A Bucket Plan to Go with Your Bucket List Investments Surprises


Integrity Financial and Insurance Services, The IFIS Group, develops tailored financial plans for individuals, couples and businesses using prudent wealth planning techniques.

By focusing on building long term, mutually beneficial relationships with our clients, we strive to create a family-type atmosphere in which our clients truly feel as though their financial interests and well-being are the priority.

Founded in 2008, Integrity Financial and Insurance Services was borne out of the coming together of four very distinct individuals who found common vision in the concept of developing a truly client-centric financial planning company. To that end we are committed to working in partnership with our clients to develop customized financial planning and risk management strategies to CREATE, BUILD and PROTECT Legacies. 

We invite you to visit with us and learn about the powerful risk management and financial strategies we employ to fit your specific needs.  


"Always doing the right thing, even when no one is looking!"

Chino Valley Office 909-767-4155

Upland Office 909-599-2800

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You’ve made investments your whole life. Work with us to help make the most of them.

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