Your Independence

Helping clients grow and preserve their investments and businesses through expertise.

IFP Retirement Services

Robust retirement solutions for businesses and individuals

IFP Research

Leading insight into the lastest market trends

Established 1909

Rooted in the History of New England

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To our valued clients, we are still fully operational under Social Distancing and practicing all the recommended Federal and State guidelines. Please do not hesitate to reach out for assistance.

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SPECIALIZING IN

Your Financial Solutions

Our regional New England roots make our relationships with clients especially meaningful and motivate us every day. Our clients have the benefit of personal service combined with access to preservation, investment and advisory products from many of the industry’s most well-respected financial service companies.

Retirement Services

Our firm has a long and results-oriented track record in retirement planning for businesses and individuals. We service more than 60 retirement plans, consulting on plan design, benchmarking, investment advice, fiduciary compliance, participant outcomes and more.

IFP Research

Our goal is to provide advisors with both the data and insights to make better informed investment decisions. Our team approach allows our advisors to offer a differentiating, codified investment process to serve the best interests of our clients.

Established in 1909

Rooted with an iconic American brand our firm established an office in downtown Providence over 100 years ago. Today, our full service firm serves Southern New England from its main office in Warwick, RI and a satellite office in Rocky Hill, CT.

IFP UPDATE

Market Matters - Weekly Investor Update - June 3,2020

Navigating The Storm & Preparing For The Recovery

Randal Poirier, ChFC, Financial Planner receives 2019 Partner in Philanthropy Award from Newport’s Potter League for Animals

Ronald McDonald House of Providence

INSIGHTS & RESOURCES

We strive to help clients grow and preserve their investments and businesses
through genuine partnership and deep expertise.

Contact Us

866-691-4100

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935 Jefferson Blvd
Suite 2000
Warwick, RI 02886

100 Corporate Place
Suite 210
Rocky Hill, CT 06067

Check the background of this financial professional on FINRA's BrokerCheck