Independence Financial Partners

Finance · Rhode Island, United States · 51-200 Employees

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Overview

Headquarters

935 Jefferson Blvd Ste 2000, Warwick, Rh...

Phone Number

(401) 732-4800

Website

www.indfp.com

Revenue

$36.1 Million

Industry

Finance Securities Trading

About Independence Financial Partners

Independence Financial Partners is a full-service independent financial services firm based in Rhode Island, specializing in financial planning, retirement plan management, and investment advisory services. With a team of over 40 professionals, they provide personalized, concierge-level attention to individuals, families, and businesses throughout the New England region. The firm has a long history, founded in 1909, and is dedicated to helping clients achieve financial success while managing over $1.25 billion in assets. Their commitment to client service and partnership is central to their mission of building and preserving wealth for generations.Explore more
Independence Financial Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Independence Financial Partners Org Chart

PhoneEmail
GE
United States flag for contact location.
Glen Elezi

Director, Investment Operations

PhoneEmail
SL
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Susan Lataille

Director, Finance

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RN
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Rulla Nehme

Partner and Financial Advisor

PhoneEmail
JG
United States flag for contact location.

Financial Advisor & Partner

PhoneEmail
KB
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Managing Partner

PhoneEmail
BP
United States flag for contact location.

Financial Advisor

PhoneEmail
TE
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
MC
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
MH
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
WN
United States flag for contact location.

Investment Advisor & Representative

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
PE
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Financial Advisor

PhoneEmail
RK
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Financial Advisor

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Compare Similar Companies to Independence Financial Partners

Compare insights from companies similar to Independence Financial Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independence Financial Pa...

$36.1M
51-200
Private
-
1909
GE
Glen EleziDirector, Investment Operations
VantagePointe Financial G...
$103M
51-200
Private
<$5M
1992
DP
David PasciakPresident
Keystone Financial Manage...
$23.5M
51-200
Private
<$5M
2001
AC
Amber CarrickPresident
Cowan Financial Group
$18.6M
51-200
Private
-
1990
MS
Michael SmithsonSenior Vice President
Lighthouse Financial Netw...
$6.5M
11-50
Private
-
2008
Athan Vorilas, Chief Executive Officer & President at Lighthouse Financial Network
Athan VorilasCEO & President
IMG Financial Group
$5.6M
51-200
Private
<$5M
2006
LT
Laurie TalleyPresident
Summit Financial
<$5M
11-50
Private
-
1973
SA
Susan AudetteDirector, Finance & Planning
Illustration of an envelope

Independence Financial Partners Tech Stack

A closer look at the technologies used by Independence Financial Partners

Cloudflare Website Optimization

By

Cloudflare
Google Universal Analytics

By

Google
Smarsh

By

Smarsh
Datadog

By

Datadog
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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.indfp.com What is Independence Financial Partners's Revenue?
Independence Financial Partners's revenue is $36.1 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 51-200 employees What industry does Independence Financial Partners belong to?
Independence Financial Partners is in the industry of: Finance, Securities Trading What is Independence Financial Partners competition?
Independence Financial Partners top competitors include: VantagePointe Financial Group, Cowan Financial Group, Lighthouse Financial Network, Summit Financial What technology does Independence Financial Partners use?
Some of the popular technologies that Independence Financial Partners uses are: Cloudflare Website Optimization, Google Universal Analytics, Smarsh, Datadog How do I contact Independence Financial Partners?
Independence Financial Partners contact info: Phone number: (401) 732-4800 Website: www.indfp.com What does Independence Financial Partners do?

Independence Financial Partners is a full-service independent financial services firm based in Rhode Island, specializing in financial planning, retirement plan management, and investment advisory services. With a team of over 40 professionals, they provide personalized, concierge-level attention to individuals, families, and businesses throughout... the New England region. The firm has a long history, founded in 1909, and is dedicated to helping clients achieve financial success while managing over $1.25 billion in assets. Their commitment to client service and partnership is central to their mission of building and preserving wealth for generations.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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