2024 Independent financial services - Dec 1, 2023 · Established in 1989, Commonwealth Financial Group is composed of independent financial advisors that have been serving clients in Rochester and nearby areas. The firm offers various services, such as lifetime income and preservation, estate planning, retirement planning, financial planning, and accounting.

 
About Us. Cotswold Independent Financial Services is a professional, successful and well established Independent Financial Services company which has offered impartial financial planning advice to a loyal base of clients for many years. We are based in Earlsdon, Coventry and are regulated by the Financial Conduct Authority (FCA).. Independent financial services

Chris Bibb Independent Financial Advice Ltd is a professional firm focused on adding value by providing the best service to its clients and their families in ...Pay your Independent Loan from any other financial institution. Make a One-time payment or call us to set-up recurring payments and never miss a payment, or pay a late fee again. TruStage Insurance. Credit Union Members save on Auto, Home, Life and Health Insurance. Open An Account. Account Login. Make A Loan Payment. Rates. ATM Locations. …Independent Financial Adviser. Saime is a Diploma Qualified Financial Adviser and has worked in the financial world since 2002. She started her career in retail banking and successfully held advisory roles in Investment, Protection, Pension, Inheritance Tax Planning, Tax Planning and Mortgages. Since 2013 Saime has worked as an Independent ...The ADRC process helps the consumer form a realistic view of what the long-term care options are in Nevada County. Find local resources for older adults, people with disabilities, & caregivers. Call (800) 655-7732 or 2-1-1 Nevada County. Learn More. Find out more about our 2021 ADRC Conference here.Ameriprise Financial Services, LLC. Member FINRA and SIPC. Client Satisfaction Rating: Each client has the opportunity to rate an advisor or team based on the client’s overall satisfaction on a scale of 1 to 5. Ratings for advisors and teams are separate and independent. The Client Satisfaction Rating is an average of all client responses ...Independent Financial Services | 240 followers on LinkedIn. The markets change but our values remain the same. | The team at Independent Financial Services believes that no financial goal is too large. Our philosophy is that no matter what your lifestyle or current situation, you deserve access to a team of experienced investment professionals …independent financial advisers (IFAs) give unbiased advice about the whole range of financial products from all the different companies available. restricted advisers give advice on a limited range of products. They may specialise in one area, for example pensions, or they may only offer advice on products offered by a limited number of companies. ... For …Convenient and flexible purchasing power. Accepted at millions of locations worldwide. Mobility purchasing capability for added convenience. Zero fraud liability. * You won't be liable for fraudulent purchases when you card is lost or stolen. Cardmember service available 24 hours a day/365 days a year.Convenient and flexible purchasing power. Accepted at millions of locations worldwide. Mobility purchasing capability for added convenience. 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An independent service provider’s involvement is required by legislation Most PIEs are subject to reporting requirements established by laws and regulations. In some cases, the lawmaker expects the auditor (or another independent service provider) to be involved to enhance ...Excalibur is a wealth advisory firm that serves clients in Jacksonville. It offers investment management and financial planning services to business owners, medical professionals, executives, and retirees. The firm also assists clients with business continuity, estate planning, and insurance policies. Excalibur's team has 45 years of combined ...Independent Financial Services IFS. Mar 2013 - Present 10 years 9 months. Greater New York City Area/ New York, New York. Independent Financial Services is a full service financial services firm ...Globe Independent Financial Advisors Ltd is registered in England and Wales No. 3503096. Registered Address: Globe House, 1 Chertsey Road, St Margarets, ...At Vision Independent Financial Advisors we can help you with a range of tailored financial planning services which include;. Pension advice and retirement ...Trust Cost. Please call 817-517-7145 for pricing. Payment is due in full up front. Under some circumstances, Independent Financial Services will allow the cost to be made in payments, but the Trust document will not be ordered and released until paid in full.Kirk is a graduate of Ashland University where he earned a Bachelor of Science in Accounting and Finance. After graduation, he returned to Archbold, created an independent financial practice, and began helping clients achieve their financial goals. In 2020, Kirk’s firm, Kirk Weldy Financial Group, LLC, merged with ClG Financial Services. Apr 14, 2022 · Commonwealth Financial Network is a privately owned, independent broker-dealer formed in 1979 by Joseph Deitch, who remains the firm's chairman. It provides a suite of advisor services, from ... Offering quality financial planning services for clients in all stages of life, Transform Wealth believes in being impartial, independent, and client-centric. This top-rated financial advisor in Denver has additional offices in Northglenn and Colorado Springs, CO, as well as in Houston, TX.These costs are generally much higher than Primerica's initial business entry costs. New Primerica representatives complete an Independent Business Application (IBA) and pay a one-time fee of $99 in the U.S. or $103.95 (includes applicable taxes) in Canada, plus $25 per month ($28 in Canada) to access Primerica Online, the company's business ... Jan 13, 2023 · Financial Services Industry Regulations. Regulatory bodies are interconnected with various industries, and financial services is no exception. Independent agencies are designated to oversee different financial institutions’ operations, uphold transparency, and ensure their clients are treated fairly. About NAIS. The National Association of Independent Schools (NAIS) is a nonprofit membership association that provides services to more than 2,000 schools and associations of schools in the United States and abroad, including more than 1,600 nonprofit, private K-12 schools in the U.S. that are self-determining in mission and …AFH Wealth Management* is the largest firm within the Group and has more than 200 independent financial advisers providing financial planning-led wealth management advice and services to the mass ...We help financial advisors bring their vision of independence to life. Hear more about going independent directly from one of our clients: their catalyst for seeking independence, the exploration process, and how Fidelity consultants and their support at every step helped make for a successful move.Independent Financial Adviser. Saime is a Diploma Qualified Financial Adviser and has worked in the financial world since 2002. She started her career in retail banking and successfully held advisory roles in Investment, Protection, Pension, Inheritance Tax Planning, Tax Planning and Mortgages. Since 2013 Saime has worked as an Independent ...Our financial advisers offer independent financial planning advice across pensions, investments, mortgages, tax planning, assurance and commercial finance.Jun 6, 2023 · No hidden fees, commissions or asset minimums. Independent financial advisor. Fee-only payment structure. Comprehensive wealth management or hourly & project consulting available. Location. 19410 Puritas Ave., Ste. 110. Cleveland, OH 44135. (216) 272-0514. When we think of hotels, we often associate them with luxury accommodations, exceptional service, and memorable experiences. But have you ever wondered who actually owns these hotels? In the vast landscape of the hospitality industry, hotel...What “independent” does mean is that you will not be an employee of a firm or a career agent of a single insurer. Some advisors work for a firm which offers proprietary products. This often limits, or restricts, the products they can provide to consumers. Independent brokers/agents can offer consumers financial products from multiple companies.Balakrishnan Krishnamurthy joined Fedfina as Chairman and Independent Director since September, 2019. He has over 30 years of professional experience, of which around 25 years have been in the Financial Services business in India, providing strategic and financial advice to a variety of Indian and Multinational Corporations, Financial …As we age, our mobility may become limited, making it more challenging to run errands or attend medical appointments. Fortunately, there are senior ride services available to help older adults maintain their independence and stay connected ...Independent Financial Services Financial Services Land O' Lakes, FL 234 followers The markets change but our values remain the same. To make a payment to Toyota Financial Services, log into your account to pay online, or pay by mail or phone, according to Toyota Financial Services. You can also fill out a form allowing the company to automatically deduct monthly payments...Details and special offers. Unbiased*. Unbiased.co.uk* has a network of 27,000 independent and restricted whole-of-market advisers. To see advisers in your local area, you'll need to enter some personal details, such as your name, email address and the value of the assets you want advice about. We are the largest independent financial services marketing organization in North America: • Approximately 5 million lives insured through our life companies. • More than 2 million client investment accounts. • Approximately $693 billion of life insurance in force.* • An average of $3 million in benefit claims paid every day. Independent Financial Services | 240 followers on LinkedIn. The markets change but our values remain the same. | The team at Independent Financial Services believes that no financial goal is too large. Our philosophy is that no matter what your lifestyle or current situation, you deserve access to a team of experienced investment professionals …Independent Financial account so you can start sending and receiving money with Zelle ® through the Independent Financial mobile app and online banking. Please call Independent Financial customer support toll-free at 800.460.6634 for help. ©2018-2021 Early Warning Services, LLC. Did you know Independent Financial has over 90 locations and ATMs across Texas and Colorado? Stop by your neighborhood financial center to meet our team and experience first hand the way we care for our customers.Jan 13, 2023 · Financial Services Industry Regulations. Regulatory bodies are interconnected with various industries, and financial services is no exception. Independent agencies are designated to oversee different financial institutions’ operations, uphold transparency, and ensure their clients are treated fairly. The AML/CFT Policy Document is a comprehensive guide for financial institutions and other relevant entities to comply with the anti-money laundering, countering financing of terrorism and targeted financial sanctions requirements in Malaysia. It covers the legal and regulatory framework, risk assessment and management, customer due diligence, record keeping, …Commonwealth Financial Network is a privately owned, independent broker-dealer formed in 1979 by Joseph Deitch, who remains the firm's chairman. It provides a suite of advisor services, from ...Activate Wealth is a financial advisory firm located in Philadelphia. It provides customized financial planning and consulting services to busy professionals in their late 20s to early 40s. The firm assists with risk and insurance management, estate planning, student loan and debt management, and education planning.Independent Financial Services is a full service financial firm. Our family run office offers independent, unbiased financial advice. Our goal is to help you pursue your financial goals by educating you on personal finance and guiding you through the process. We work with all types of clients and customize the service to address each ... Oct 23, 2023 · Step 1: Conduct Research to Find Financial Experts. When looking for free financial advice online, you are certain to find many sources of information; however, it may not all be from a financial ... Sutherland Independent Financial Advisers Edinburgh offer bespoke wealth management services to guide your savings, investments and retirement plans.813.908.2701 ext. 1002. Jodi earned her bachelor’s degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™ professional for the past 33 years, Jodi understands the financial planning process and how important it is when collaborating with clients to help achieve ...Financial advisers don't usually charge you for the first meeting. This makes it easy to meet with a few different advisers to compare what they offer. When you ...Independent financial advice. View Independent Financial advice services. Financial matters can be complex. Receiving the right advice at the right time is ...AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.Independent Financial Adviser. Saime is a Diploma Qualified Financial Adviser and has worked in the financial world since 2002. She started her career in retail banking and successfully held advisory roles in Investment, Protection, Pension, Inheritance Tax Planning, Tax Planning and Mortgages. Since 2013 Saime has worked as an Independent ... Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and ...independent financial advisers (IFAs) give unbiased advice about the whole range of financial products from all the different companies available. restricted advisers give advice on a limited range of products. They may specialise in one area, for example pensions, or they may only offer advice on products offered by a limited number of companies. ... For …Commonwealth Financial Network is a privately owned, independent broker-dealer formed in 1979 by Joseph Deitch, who remains the firm's chairman. It provides a suite of advisor services, from ...... financial services advisor, IFB has resources to help! This page will ... Being an independent financial advisor can be a rewarding and satisfying career choice.We’ve been offering straight forward, independent financial advice, in plain English, for 30 years. 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It provides customized financial planning and consulting services to busy professionals in their late 20s to early 40s. The firm assists with risk and insurance management, estate planning, student loan and debt management, and education planning.The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms Browse 157 California Financial Services businesses available for sale on BizBuySell. Find your ideal Accounting & Tax Practices, Check Cashing, or other California Financial Services business opportunity today!Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. 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Find local resources for older adults, people with disabilities, & caregivers. Call (800) 655-7732 or 2-1-1 Nevada County. Learn More. Find out more about our 2021 ADRC Conference here.Laithwaite Financial Services Ltd is a firm of Independent Financial Advisers based just outside the town of Woking in Surrey. We have been providing impartial, holistic financial planning for people from all walks of life since the early 1990’s. We are proud to be different, the advice we give you, Isn’t about following “industry trends”.The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based upon the period from Feb. 4 to Sept. 30, 2022 and was released on Feb. 2, 2023. 38,314 nominations were received and approximately 1,700 women won. The Value of Membership. Your IFB membership connects you with other Independent Financial Advisors. As a member of IFB, you get the tools to help you understand and navigate the regulatory environment and maintain a compliant practice. Whether you’re looking to grow, maintain, or transition your business, IFB membership gives you access …What is an independent financial advisor? ... Independent financial professionals are not employees of an investment or financial services firm – they are ...Our Team Jake Lowrey Managing Partner, Financial AdvisorWith 20 years in the financial services industry and licensed with AE Wealth since March 2023, Jake Lowrey is a financial professional who can help optimize strategies for any client – whether a C-suite executive, a small business owner or a retiree planning their next chapter. In 2005,Founded in 1979, Fisher Investments is an independent registered investment adviser serving individuals, families, institutions, and small business retirement plans. 22FC5B0B-A4EC-4985-A9EF-94269B50F21B60 Pearl St. Kingston, New York 12401, US. Get directions. Independent Financial Services IFS | 10 followers on LinkedIn. is a full service financial services firm. Our family run office offers ...The Community Services Department is committed to providing quality services and facilities that meet the needs of the Santa Barbara County Community. The department includes divisions for Housing and Community Development; Parks; Office of Arts and Culture; and Sustainability.We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as ...813.908.2701 ext. 1002. Jodi earned her bachelor’s degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™ professional for the past 33 years, Jodi understands the financial planning process and how important it is when collaborating with clients to help achieve ... Independent financial services

Independent financial professionals are not employees of an investment or financial services firm – they are independent business owners. They have the .... Independent financial services

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Nov 8, 2021 · Trust Cost. Please call 817-517-7145 for pricing. Payment is due in full up front. Under some circumstances, Independent Financial Services will allow the cost to be made in payments, but the Trust document will not be ordered and released until paid in full. Nov 23, 2023 · VA 22043 Phone Number 703-506-0843. Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Importance of an Independent Financial Advisor. When investors look for assistance with their investments, they are faced with many options like: Looking up for free advice on the internet. Following the DIY approach to financial planning. Engaging a financial advisor.Compass Independent Financial Services | 157 followers on LinkedIn. Long-established independent financial advisers practice passionate about building long-term relationships with clients. | Compass is a long-established Independent Financial Advisers practice. But more than that, we are a team of people passionate about what we do and dedicated to …Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and ...Lloyds Independent Financial Services are a family run business, dedicated to providing truly impartial and independent financial advice on all areas of financial services. Financial Advice. At the core of our service is the provision of truly independent and impartial financial advice, built on a thorough understanding of our clients ...Financial advisers don't usually charge you for the first meeting. This makes it easy to meet with a few different advisers to compare what they offer. When you ...IFS Independent Financial Services Ltd | 249 followers on LinkedIn. Independent & Personalised | As an independent Swiss wealth management boutique, we specialise in personalised investment advisory and wealth management for institutional and discerning private investors. We combine the flexibility and discretion of a personal partner with the …We are experiencing Technical Difficulties. If the problem persists, please contact Technical Support listed on the back of your card. Oct 23, 2023 · Step 1: Conduct Research to Find Financial Experts. When looking for free financial advice online, you are certain to find many sources of information; however, it may not all be from a financial ... Talis Independent Financial Advisers | 268 followers on LinkedIn. make smarter financial moves... | We’ve been offering straight forward, independent financial advice, in plain English, for 30 years. Today the Talis team looks after over £100 million for private individuals, companies, charities and trusts. We’d be delighted to work with you too.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Ameriprise Financial Services, LLC. When we think of hotels, we often associate them with luxury accommodations, exceptional service, and memorable experiences. But have you ever wondered who actually owns these hotels? In the vast landscape of the hospitality industry, hotel...The AML/CFT Policy Document is a comprehensive guide for financial institutions and other relevant entities to comply with the anti-money laundering, countering financing of terrorism and targeted financial sanctions requirements in Malaysia. It covers the legal and regulatory framework, risk assessment and management, customer due diligence, record keeping, …In today’s digital age, online jobs for teens have become increasingly popular. These opportunities provide young individuals with valuable skills, financial independence, and a chance to explore their interests.Financial Services Industry Regulations. Regulatory bodies are interconnected with various industries, and financial services is no exception. Independent agencies are designated to oversee different financial institutions’ operations, uphold transparency, and ensure their clients are treated fairly.About NAIS. The National Association of Independent Schools (NAIS) is a nonprofit membership association that provides services to more than 2,000 schools and associations of schools in the United States and abroad, including more than 1,600 nonprofit, private K-12 schools in the U.S. that are self-determining in mission and …Trust Cost. Please call 817-517-7145 for pricing. Payment is due in full up front. Under some circumstances, Independent Financial Services will allow the cost to be made in payments, but the Trust document will not be ordered and released until paid in full.Ecclesiastical Financial Advisory Services (EFAS) have provided fully independent advice about investments, mortgages, pensions, savings and planning for retirement since 2009. You can have full confidence and trust that the advice we give is impartial and concentrates on finding a suitable solution to meet your needs.Lonsdale's independent financial advisers in Ware offer cost effective financial planning advice. Call 01920 860160 for a free initial advice consultation.The Companies Office keeps a Financial Service Providers Register (FSPR) where you can find all licensed Financial Advice Providers and the financial advisers who work for them, if any. To check who an financial adviser is engaged by, or to see a list of financial advisers engaged by a Financial Advice Provider, enter their name on FSPR …Our Team Jake Lowrey Managing Partner, Financial AdvisorWith 20 years in the financial services industry and licensed with AE Wealth since March 2023, Jake Lowrey is a financial professional who can help optimize strategies for any client – whether a C-suite executive, a small business owner or a retiree planning their next chapter. In 2005,Humphries IFA Ltd is a firm of Independent Financial Advisers who offer a complete range of financial planning services.Nov 8, 2021 · Independent Financial Services works with you on a personal level to determine the best solutions for your unique needs to ensure that your Spendthrift Trust is providing you the best Asset Protection and Tax assistance possible. We then leverage our seasoned expertise to achieve the best possible results for you, your family, your business ... News and business intelligence for financial advisers.The AML/CFT Policy Document is a comprehensive guide for financial institutions and other relevant entities to comply with the anti-money laundering, countering financing of terrorism and targeted financial sanctions requirements in Malaysia. It covers the legal and regulatory framework, risk assessment and management, customer due diligence, record keeping, …Jan 13, 2023 · Financial Services Industry Regulations. Regulatory bodies are interconnected with various industries, and financial services is no exception. Independent agencies are designated to oversee different financial institutions’ operations, uphold transparency, and ensure their clients are treated fairly. Independent Financial The Woodlands. The Woodlands. Open an Account Get Directions. 2829 Technology Forest Blvd. Suite 120. The Woodlands, TX, 77381. (713) 600-8960.Financial advisers can provide a wide range of products and services, and help you with your financial circumstances at different stages of your life. Those products and services include: savings and investments. pensions. insurance. mortgages. equity release. tax and estate planning. retirement planning.813.908.2701 ext. 1002. Jodi earned her bachelor’s degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™ professional for the past 33 years, Jodi understands the financial planning process and how important it is when collaborating with clients to help achieve ...Nov 8, 2021 · A properly run Spendthrift Trust is a superior vehicle for growing wealth and protecting your assets while deferring some or most of your current taxes. At the outset, Independent Financial Services will thoroughly and conscientiously study your individual, business and Trust situations, and tailor our advice to your specific needs to ensure ... Welcome to Eden IFA. A family run business since 1978. Based in Rayleigh, Essex, we offer a chartered financial planning service for all your Pension, ...To make a payment to Toyota Financial Services, log into your account to pay online, or pay by mail or phone, according to Toyota Financial Services. You can also fill out a form allowing the company to automatically deduct monthly payments...Ross Wealth Advisors is a Columbus-based independent financial services firm that helps individuals and families to reach their retirement goals. Financial advisors at the firm deal with retirement income strategies, wealth management, investments, annuities, and IRA or 401(k) rollovers. They also provide advice on asset …This is independent, straightforward, jargon-free advice. We're a trusted, chartered and award-winning financial planning firm. Attivo Group was ranked eighth ...Independent Financial | Texas & Colorado Online Banking Forgot Password? Enroll in Online Banking, Loan Payments & Additional Logins Banking for business. Banking for life. Business Banking From business account services to commercial real estate lending, we're ready for any job. Personal Banking Best Online Financial Advisors. SoFi Invest: Best for low fees. Betterment Investing: Best for diversified investing. Wealthfront Investing: Best for 529 plans. Ellevest: Best for financial ...813.908.2701 ext. 1002. Jodi earned her bachelor’s degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™ professional for the past 33 years, Jodi understands the financial planning process and how important it is when collaborating with clients to help achieve ...Convenient and flexible purchasing power. Accepted at millions of locations worldwide. Mobility purchasing capability for added convenience. Zero fraud liability. * You won't be liable for fraudulent purchases when you card is lost or stolen. Cardmember service available 24 hours a day/365 days a year.Independent Financial Services is a full service financial firm. Our family run office offers independent, unbiased financial advice. Our goal is to help you pursue your financial goals by educating you on personal finance and guiding you through the process. We work with all types of clients and customize the service to address each individuals goals. We …Nov 8, 2021 · Independent Financial Services. A Spendthrift Trust from TrustIFS can help you put a titanium vault around your estate and holdings to protect them against judgments, levies and lawsuits. Keep more of what you make. We can help. Independent Financial Services specializes in building generational wealth, asset protection, and maximizing tax ... Nov 8, 2021 · A properly run Spendthrift Trust is a superior vehicle for growing wealth and protecting your assets while deferring some or most of your current taxes. At the outset, Independent Financial Services will thoroughly and conscientiously study your individual, business and Trust situations, and tailor our advice to your specific needs to ensure ... Sutherland Independent Financial Advisers Edinburgh offer bespoke wealth management services to guide your savings, investments and retirement plans.Dec 1, 2023 · Claro Advisors is a financial services company in Boston that offers a full range of solutions, from cash management and insurance planning to investment management. Its team of advisors offers retirement income planning assistance and educates clients on 403 (b) and 401 (k) plans. Claro Advisors was founded in 2012 by Ryan Belanger, who had ... foresters.com. The Independent Order of Foresters, [1] operating as Foresters Financial, is a fraternal benefit society headquartered in Toronto, Ontario, Canada that provides life insurance and other financial solutions in Canada, the United Kingdom, and the United States. As of 2022, Louis Gagnon has served as the company’s President and CEO.27 de abr. de 2018 ... As a subsidiary of Bishop Fleming, at Bishop Fleming Independent Financial Advisers we have access to all the services Bishop Fleming can ...An independent broker-dealer allows financial professionals to offer non-proprietary products, such as mutual funds or insurance products through a wide variety of companies. The broker-dealer generally provides services that include processing investment business, marketing assistance, practice management, and education.Humphries IFA Ltd is a firm of Independent Financial Advisers who offer a complete range of financial planning services.Wells Fargo Bank provides financial solutions for individuals, such as retail banking, loans and credit products, and investment solutions. Wells Fargo’s retail banking services include an array of checking and savings products, and clients...Independent claims adjusters are often referred to as independent because they are not employed directly by an agency, reveals Investopedia. Instead, they work as a third-party who helps when an insurance claim is filed. Keep reading to lea...Independent Financial Partners (IFP) Financial Services Tampa, FL 8,012 followers IFP is a broker-dealer and SEC registered investment adviser based out of Tampa, Florida.813.908.2701 ext. 1001. With over 35 years’ of experience in the financial services industry, Jeannie has the in-depth knowledge and experience to deliver a higher level of sophistication and customization in the financial plans and investment advice she provides.. Trade hong kong stocks in us