Independence Financial
Likely to Engage tag.Highly Engaged Employees

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

1488 W South Park Ave, Oshkosh, Wisconsi...

Phone Number

(920) 236-6587

Revenue

<$5 Million

Industry

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

Independence Financial LLC offers a range of financial services including retirement planning, investment management, estate planning, and insurance solutions. They utilize tools like Asset-Map and 1View to provide clients with a comprehensive view of their financial information. The firm serves individuals and businesses seeking to achieve financial independence and effective asset management. As a founding member of Client Advocacy Partners, they collaborate with other advisors to oversee significant client assets.Explore more
Independence Financial's Social MediaPopular SearchesIndependence Financial LLCindependence financial CorpIndependence Financial GroupIndependence FinancialIndependence Financial Group CorpSIC Code 62,628NAICS Code 52,523Show more

Independence Financial Org Chart

PhoneEmail
KF
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Director, Client Services

PhoneEmail
SB
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Director, Client Services & Operations

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PhoneEmail
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EB
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Client Service Administrator

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MS
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Advisor

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Compare Similar Companies to Independence Financial

Compare insights from companies similar to Independence Financial, 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

<$5M
1-10
Private
-
1932
KF
Kimberly FenskeDirector, Client Services
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
$5.2M
11-50
Private
<$5M
2014
Joseph Latona, President at Goldfinch Financial
Joseph LatonaPresident
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2010
DE
Dreva EsparzaDirector, Client Operations
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
1990
TC
Tina CarrOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Independence Financial Tech Stack

A closer look at the technologies used by Independence Financial

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Frequently Asked Questions Regarding Independence Financial

What is Independence Financial's official website?
Independence Financial's official website is www.independencefinancialllc.com
What is Independence Financial's Revenue?
Independence Financial's revenue is <$5 Million
What is Independence Financial's SIC code?
Independence Financial's SIC: 62,628
What is Independence Financial's NAICS code?
Independence Financial's NAICS: 52,523
How many employees does Independence Financial have?
Independence Financial has 1-10 employees
What industry does Independence Financial belong to?
Independence Financial is in the industry of: Finance, Insurance, Securities Trading
What is Independence Financial competition?
Independence Financial top competitors include: Kruss Investment Services, Ferguson Private Wealth Management, Asset Financial Services, Goldfinch Financial
What technology does Independence Financial use?
Some of the popular technologies that Independence Financial uses are: Cloudflare Website Optimization, Proofpoint, Arbor, Constant Contact
How do I contact Independence Financial?
Independence Financial contact info: Phone number: (920) 236-6587 Website: www.independencefinancialllc.com
What does Independence Financial do?

Independence Financial LLC offers a range of financial services including retirement planning, investment management, estate planning, and insurance solutions. They utilize tools like Asset-Map and 1View to provide clients with a comprehensive view of their financial information. The firm serves individuals and businesses seeking to achieve financi... al independence and effective asset management. As a founding member of Client Advocacy Partners, they collaborate with other advisors to oversee significant client assets.Read More

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

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