935 Jefferson Boulevard,
Shaping a retirement plan strategy that preserves your firm while providing a key benefit to your employees is how Independence Financial Partners seeks to help remove worry while adding value for employers. Our consultants can provide you with objective guidance on the full suite of 401(k) administrative services:
While there are many challenges for 401(k) plan sponsors, there are also opportunities to make more of your qualified plan program. Independence Financial Partners can help you with both.
Comprehensive Plan Reviews – Your plan reviews will include product vendor analysis, participant activity reports, compliance review, investment policy statement review, as well as education and communications.
Call us at 866-691-4100 or click here to Contact Us
FROM OUR OFFICE IN FRANKLIN, MA
We serve clients from Boston to Springfield and Lowell to Worcester.
9 Summer St., Suite 305, Franklin, MA 02038
100+ Years of ExperienceEstablished in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.
About UsIndependence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.