Independence Financial Partners

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

209 Goddard Row, Newport, Rhode Island, ...

Phone Number

(401) 635-8700

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Independence Financial Partners

Independence Financial Partners, led by Randal S. Poirier, ChFC, specializes in comprehensive financial planning, investment, and insurance services. They cater to individuals and nonprofit organizations, providing tailored strategies for wealth accumulation, management, and preservation. The firm emphasizes a holistic approach to financial planning, ensuring transparency and a deep understanding of client needs. Their goal is to empower clients to achieve their financial aspirations with confidence.Explore more
Independence Financial Partners's Social MediaPopular SearchesIndependence Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

Independence Financial Partners Org Chart

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RP
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Financial Planner & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independence Financial Pa...

<$5M
11-50
Private
-
1909
RP
Randall PoirierFinancial Planner & Partner
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
11-50
Private
-
2014
Courtney Schingledecker, Chief Operations Officer at Thoroughbred Advisors
Courtney SchingledeckerChief Operations Officer
<$5M
11-50
Private
-
2006
LG
Laura GonderOffice Manager
<$5M
11-50
Private
-
1987
LE
Lauren ElyFinancial Planner
<$5M
1-10
Private
-
2014
MD
Michael DoriganFounder & Financial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Independence Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Independence Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Independence Financial Partners.

Independence Financial Partners Tech Stack

A closer look at the technologies used by Independence Financial Partners

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Frequently Asked Questions Regarding Independence Financial Partners

What is Independence Financial Partners's official website?
Independence Financial Partners's official website is www.randalpoirier.com
What is Independence Financial Partners's Revenue?
Independence Financial Partners's revenue is <$5 Million
What is Independence Financial Partners's SIC code?
Independence Financial Partners's SIC: 62,628
What is Independence Financial Partners's NAICS code?
Independence Financial Partners's NAICS: 52,523
How many employees does Independence Financial Partners have?
Independence Financial Partners has 11-50 employees
What industry does Independence Financial Partners belong to?
Independence Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is Independence Financial Partners competition?
Independence Financial Partners top competitors include: Revere Financial Services, Engler Garrow & Roth, Thoroughbred Advisors, Lee Financial Services
What technology does Independence Financial Partners use?
Some of the popular technologies that Independence Financial Partners uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Independence Financial Partners?
Independence Financial Partners contact info: Phone number: (401) 635-8700 Website: www.randalpoirier.com
What does Independence Financial Partners do?

Independence Financial Partners, led by Randal S. Poirier, ChFC, specializes in comprehensive financial planning, investment, and insurance services. They cater to individuals and nonprofit organizations, providing tailored strategies for wealth accumulation, management, and preservation. The firm emphasizes a holistic approach to financial plannin... g, ensuring transparency and a deep understanding of client needs. Their goal is to empower clients to achieve their financial aspirations with confidence.Read More

What are Independence Financial Partners social media links?
Independence Financial Partners Linkedin page Independence Financial Partners Twitter page Independence Financial Partners Facebook page
Is Independence Financial Partners a public company?
Independence Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Independence Financial Partners

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