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OUR COMPANY

 

Integrated Financial Benefits offers all-encompassing services for our clients. Located at the heart of Downtown Gilroy in the historic Holloway House, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Integrated Financial Benefits will help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.

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OUR TEAM

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Jeffrey M. Orth

INVESTMENT ADVISOR REPRESENTATIVE OF HTK

Jeffrey M. Orth, ChFC, CASL is a graduate of University of California, Davis, with advanced credentials as a Chartered Financial Consultant and a Chartered Advisor in Senior Living. Over two decades of experience as a business and personal planning insurance, and wealth management specialist, he conducts business throughout the United States. Jeff is available for group lectures and private consultations.

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.

Barbara Orth

DIRECTOR OF CLIENT SERVICES

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Jeffrey M. Orth

INVESTMENT ADVISOR REPRESENTATIVE OF HTK

Jeffrey M. Orth, ChFC, CASL is a graduate of University of California, Davis, with advanced credentials as a Chartered Financial Consultant and a Chartered Advisor in Senior Living. Over two decades of experience as a business and personal planning insurance, and wealth management specialist, he conducts business throughout the United States. Jeff is available for group lectures and private consultations.

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.

Luis Noboa

LIFE INSURANCE SPECIALIST

Bio to come

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Barbara Orth

DIRECTOR OF CLIENT SERVICES

Barbara Orth has specialized in client relations for over 15 years. As Director of Client Services, she focuses on addressing the service needs of our clients and excels at keeping the agenda of our company progressing forward in a timely and efficient manner. Barbara is an expert problem solver and always has the client's best interests in mind. She earned her Bachelor's Degree from University of California Davis, and is the mother of three successful children and grandmother to five beautiful grandchildren.

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.

Wendy Noboa

BUSINESS DEVELOPMENT MANAGER

Bio to come.

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COMMUNITY INVOLVEMENT

 

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