Financial Independence
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5201 Great America Pkwy Ste 320, Santa C...Phone Number
(408) 988-8200Website
www.fiwealthmanagement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Financial Independence
Financial Independence, Inc. specializes in personalized financial services aimed at helping individuals navigate their unique challenges related to retirement, college savings, and estate planning. With over 20 years of experience, Principal Advisor Marit MacDonald and her knowledgeable team work closely with clients to create tailored strategies that align with their financial goals and objectives. The company prioritizes trust, honesty, and integrity, ensuring that clients receive the highest level of service while exploring their financial options. Their mission is to assist clients in defining their goals and developing actionable plans for all stages of life.Explore more
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Financial Independence Org Chart
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Financial Independence, Inc. specializes in personalized financial services aimed at helping individuals navigate their unique challenges related to retirement, college savings, and estate planning. With over 20 years of experience, Principal Advisor Marit MacDonald and her knowledgeable team work closely with clients to create tailored strategies... Read More
