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) 732-4800Website
www.indfp.comRevenue
$36.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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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 Org Chart
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Partner and Financial Advisor
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Managing Partner
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Investment Advisor & Representative
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Investment Advisor & Representative
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Financial Advisor
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Financial Advisor
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Investment Advisor & Representative
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Investment Advisor & Representative
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Investment Advisor & Representative
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Activity Insights
Independence Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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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
Most Recent Scoops
Project
A front-line source has indicted that the organization's largest upcoming technology-based initiative will focus on ensuring systems are collaborating together.
Collaboration/Web Apps, Software
Project
A front-line source has indicated that the organization recently implemented eMoney Advisor solutions.
Implementation, Financial Planning, Enterprise Software, Software
Project
A front-line source has indicated that a reduction in face to face meetings is one of the largest changes the organization is experiencing during the coronavirus (COVID-19) pandemic.
Project
A front-line source has indicated that the upcoming technology-based finance project will focus on new planning software.
Financial Planning, Enterprise Software, Software
Project
ITSM, Spending/Investment, Accounting, Workforce Management
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Frequently Asked Questions Regarding Independence Financial Partners
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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... Read More
