Independent Planner
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
19 Limestone Dr Ste 5, Williamsville, Ne...Phone Number
(716) 634-8705Website
www.independentplanner.comRevenue
$14 MillionIndustry
About Independent Planner
Independent Planner, LLC is a financial services firm that specializes in 401(k) management, financial planning, and insurance planning. The company is independently owned and operated by experienced professionals who provide tailored advice to meet the unique needs of their clients. They prioritize integrity, professionalism, and personal service, ensuring that clients receive strategic one-on-one advice without pressure to invest in proprietary products. Their target clients include individuals and businesses seeking comprehensive financial solutions and investment management.Explore more
Independent Planner Org Chart
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Independent Planner, LLC is a financial services firm that specializes in 401(k) management, financial planning, and insurance planning. The company is independently owned and operated by experienced professionals who provide tailored advice to meet the unique needs of their clients. They prioritize integrity, professionalism, and personal service,... Read More
