Independence Capital Financial Partners is an independent financial services firm specializing in financial planning, wealth management, and asset protection strategies. The team boasts a combined experience approaching 100 years in the financial services industry and has spent the past 25 years as a single cohesive unit, culminating in its current partnership since March 2012. The teams extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.
General Information |
| Insurance License#: | 7362745 |
| Name of Broker/Dealer: | Cambridge Investment Research |
| Name of Custodial Firm: | Fidelity Custody & Clearing, TD Ameritrade |
| Work with the following types of clients: | 7685976861 |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Can meet clients in the following ways: | Via Phone, Via Email, Your Home |
Firm Information |
| Assets Managed by Advisor: | $100000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
Education |
| BS in Finance, Minor Math | Elmhurst College
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