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Independence Financial Advisors, Llc
Franklin, New Hampshire
5.0
2 Reviews
Independence Financial Advisors, LLC, based out of Franklin, NH, is a well-established local investment advisory firm with a strong presence in the financial services industry. With over 2,280 individual clients, they manage an impressive $329,669,000 in assets. The firm operates from nine offices, strategically located to cater to a diverse range of clients.
Independence Financial Advisors specializes in offering comprehensive financial solutions, including investment advisory services and insurance brokerage. They possess extensive expertise in managing employer 401Ks and individual portfolios, with around half of their assets ...see more
Assets Under Mgmt
$329.67M
Investment Professionals
7
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: ADVERTISEMENT AND SALE OF FIXED/ FIXED-INDEX ANNUITY PRODUCTS
Other Business Activities
- Insurance broker or agent
Reviews for Independence Financial Advisors, Llc
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