935 Jefferson Boulevard
Our approved partners offer client solutions regardless of plan size. From mega-plans to micro-market plans – a solution is available from one of our preferred partners. Please note that this list is subject to change.
CUNA MutualDiversified Investment AdvisorGreat WestINGJH Retirement Plan ServicesLincoln LifeMassMutualMetLifeNationwideOneAmericaPrudentialThe GuardianThe PrincipalThe StandardTransamerica
Most commonly used firms include:ADPAscensusCPIExpertPlanPaiRetirement Alliance
DCIO FUNDS FOROPEN ARCHITECTURE SALES
Most commonly used funds include:BrinkerColumbiaFranklin TempletonJH FundsJP MorganOppenhemierPIMCO
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.