Independence Wealth Partners

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

103 College Rd E Fl 3, Princeton, New Je...

Phone Number

(609) 986-2100

Revenue

<$5 Million

Industry

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

Our Company Independence Wealth Partners offers all-encompassing services for our clients. The foundation of the firm is built on service and experience, and our reputation thrives on our commitment and dedication to our clients. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Independence Wealth Partners is centered on customer needs and can help you every step of the way. Our Principle In the increasingly sophisticated marketplace, financial matters can be daunting. The comprehensive approach at Independence Wealth Partners helps our clients to understand how to more efficiently and effectively build, conserve, and distribute their wealth. We are licensed to sell insurance in: NJ, PA, DE, NY, SC, TX, VA, NC. Securities and investment advisory services offered through qualified registered representatives of MML Investors SeRead more
Independence Wealth Partners's Social MediaPopular SearchesIndependence Wealth Partnersexploreiwp.comDavid L Maurer, Partner, Independence Wealth Partn...Advisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

Independence Wealth Partners Org Chart

PhoneEmail
KM
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Client Relationship Manager

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LD
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Manager, Operations

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JD
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Senior Partner & Financial Advisor

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DM
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Investment Partner & Advisor & Representative

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BM
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Financial Investment Planner & Advisor & Repr...

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Revenue

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Top Executive

Independence Wealth Partn...

<$5M
1-10
Private
-
2014
KM
Karen MaurerClient Relationship Manager
$6.1M
11-50
Private
-
2016
<$5M
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-
2020
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Irving BirnbaumFinancial Professional
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2012
<$5M
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-
2011
JW
Jacob WestonManaging Director
<$5M
1-10
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-
-
GP
G. PapazFinancial Professional
<$5M
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Private
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2020
HP
Haliey PiperManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Independence Wealth Partners Tech Stack

A closer look at the technologies used by Independence Wealth Partners

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Frequently Asked Questions Regarding Independence Wealth Partners

What is Independence Wealth Partners's official website?
Independence Wealth Partners's official website is www.exploreiwp.com
What is Independence Wealth Partners's Revenue?
Independence Wealth Partners's revenue is <$5 Million
What is Independence Wealth Partners's SIC code?
Independence Wealth Partners's SIC: 62,628
What is Independence Wealth Partners's NAICS code?
Independence Wealth Partners's NAICS: 52,523
How many employees does Independence Wealth Partners have?
Independence Wealth Partners has 1-10 employees
What industry does Independence Wealth Partners belong to?
Independence Wealth Partners is in the industry of: Finance, Insurance, Securities Trading
What is Independence Wealth Partners competition?
Independence Wealth Partners top competitors include: GoldCrest Financial Services, Aligne Wealth Preservation, Papaz Financial Services, MassMutual
What technology does Independence Wealth Partners use?
Some of the popular technologies that Independence Wealth Partners uses are: GoDaddy DNS, Amazon Web Hosting
How do I contact Independence Wealth Partners?
Independence Wealth Partners contact info: Phone number: (609) 986-2100 Website: www.exploreiwp.com
What does Independence Wealth Partners do?

Our Company Independence Wealth Partners offers all-encompassing services for our clients. The foundation of the firm is built on service and experience, and our reputation thrives on our commitment and dedication to our clients. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are... experienced in the world of financial matters or are just starting to build your portfolio, Independence Wealth Partners is centered on customer needs and can help you every step of the way. Our Principle In the increasingly sophisticated marketplace, financial matters can be daunting. The comprehensive approach at Independence Wealth Partners helps our clients to understand how to more efficiently and effectively build, conserve, and distribute their wealth. We are licensed to sell insurance in: NJ, PA, DE, NY, SC, TX, VA, NC. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 103 College Road East, 3rd Floor, Princeton, NJ 08540 : Independence Wealth Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companiesRead More

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

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