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Integrity Wealth Services
- Investment Service
- Knoxville, TN
About this business
About Integrity Wealth Services is a independent, Financial Services firm based in Knoxville, TN. We work with clients who are nearing retirement or have recently retired in both their accumulation and distribution phases. Through Woodbury Financial Services, Inc., we assist our clients with retirement planning; comprehensive financial planning; investment advise and portfolio evaluations. Integrity Wealth Services also works closely with a carefully selected team of professionals to cover all aspects of wealth management.C... read more
Location details
9724 Kingston Pike, Suite 1402, Knoxville, TN, 37922, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Paul Ragone and all of the folks at Integrity Wealth Services have been wonderful over the years. My mother and father (Clint & Gladys Maynard) were with Paul and his team for over 20 years as they helped my parents prepare for retirement and the years beyond. They do a wonderful job of listening to your wants and desires for retirement and then lay out a plan to help you achieve those goals. Upon my parents passing away, Paul has been there to help guide me through the process of navigating my parents' retirement monies ... read more
I figured if I ignored retirement then it wouldn’t bother me. Well, a previous employer wanted to cash out a pension plan I was vested in and so I had to do something. My son suggested Paul Ragone who was in the building with the guys who handled his business affairs. As my son said, “They say he is good, I’ve met him and he seems like a nice guy, and he’s low-key like you like.” Best move ever! As a rule I don’t recommend folks for fear they won’t work out and reflect poorly on me. I’ve recommended Paul to five friends and ... read more
I am close to retiring. Finally! I have had meetings with different recommended advisors in Knoxville lately but felt like they were more interested in how much I had in my 401(k) than what I was hoping we could accomplish with it. After venting my frustration, several people at work told me I needed to go see Paul. Best decision ever. He never even asked to see my statements during the meeting. I tried to hand them to him and he said “let’s get to that later. Right now I just want to learn more about you and your wife”. The... read more
Paul is very knowledgeable on all the ways to manage finances. He always provides expert advice, is available anytime we need to meet and explains everything to us....repeatedly most of the time😊. Thanks to Paul and the way he manages our finances, I could retire with peace of mind that we are financially sound.
We’ve been working with Paul and IWS for over 2 years, and could not be more pleased with his knowledge, honesty, and overall approach. He’s invested the time to understand our individual goals and needs, and helped develop a comprehensive strategy for achieving them out of what had previously been various, random accounts. If you’re looking for a wealth manager, recommend you contact IWS and see if they are the right fit for you, too.
Frequently asked questions about Integrity Wealth Services
How is Integrity Wealth Services rated?
Integrity Wealth Services has a 5 star rating with 12 reviews.
When is Integrity Wealth Services open?
Integrity Wealth Services is closed now. It will open on Monday at 8:00 a.m.