Your Independence

Helping clients grow and protect 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

SEARCH

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 protection, 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.

SPECIALIZING IN

Business Retirement Planning Services - 401(k), Individual Retirement Strategies as well as 401(k) Rollovers when changing or leaving a job. Please contact us for a Personal Consultation with a Financial Professional.

We Can Help With...

	Investments
	Retirement Accounts
	My Company 401(k)
	Insurance
	Annuity
	College Savings Account
	John Hancock Policy

Existing client? YesNo

IFP In The News

Governor Raimondo Proposes Two Years Of Free College.

Governor Raimondo Proposes Two Years Of Free College.

The Student Loan Debt Crisis And Your Retirement

The Student Loan Debt Crisis And Your Retirement

Randal Poirier Donates 40 Thanksgiving Pies
to the Little Compton Food Bank

Randal Poirier Donates 40 Thanksgiving Pies to the Little Compton Food Bank

Locally Grown Green Energy

Locally Grown Green Energy

More New Solar Installations than Natural Gas in 2015

More New Solar Installations than Natural Gas in 2015

Re-Energizing Rhode Island

Re-Energizing Rhode Island

INSIGHTS & RESOURCES

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

Contact Us

866-691-4100

This email address is being protected from spambots. You need JavaScript enabled to view it.

935 Jefferson Blvd
Suite 2000
Warwick, RI 02886

100 Corporate Place
Suite 210
Rocky Hill, CT 06067