top of page
IMG_3844_edited_edited_edited.jpg

OUR SERVICES

At Integrated Financial Benefits, we provide professional assistance in the following areas:

Investments

  • Bonds

  • Common Stock

  • Educational IRA

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuities

Financial Planning

  • Retirement Plans

  • Tax Planning

  • 401k Planning

  • 403b Planning

  • College Plans

  • Estate Planning

  • Money Management

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

7539 Eigleberry St Gilroy, CA 95020


Integrated Financial Benefits

​

Office: (408) 842-2716

 

jorth@htk.com

 

Orth.barbara@pmlmail.com

 

Noboa.wendy@pennmutul.com

Check the background of your financial professional on FINRA's BrokerCheck.

​

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

​

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Integrated Financial Benefits is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer of solicitation. Always consult your own tax, legal or financial professional for advise with your personal circumstances.  Securities & Advisory Services offered through HTK.  Member FINRA www.finra.org / SIPC www.sipc.org.

800-873-7637. www.htk.com.

​

503796RH_JAN26

bottom of page