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Financial Strategy

A successful financial strategy is one that provides for you and your family today and preserves enough for future generations.

To achieve this success, we provide a comprehensive, customized strategy that considers everything that is important to you.

First, we’ll get to know you, your financial situation, and your needs. With our experience and knowledge, you have access to a rich source of expertise for answering your questions.

Our professionals will take your input and conduct a thorough analysis of your current financial situation. We have access to professionals who specialize in specific areas that allows us to find solutions that are both effective and meaningful to you.

Our firm has the advantage of access to preservation, investment and advisory products from many of the country’s most well-respected financial services companies. This broad platform of best-in-class products and services assures your best interests are always being served.

Our relationship doesn’t end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your evolving needs and goals and will recommend changes as appropriate.

The Next Step

To learn more about a Financial Strategy, call 866-691-4100 or click to Contact Us

100+ Years of Experience
Established 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 Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.