The Independent Financial Group

United States · 2 Employees
THE INDEPENDENT FINANCIAL GROUP is an independent practice financial consultancy and a Registered Investment Advisor established in 1991. IFG provides retirement planning and wealth management services to private clients concerned with securing the future for themselves and their families. The IFG name doesn't refer to a group of people organized to sell products; instead it refers to what IFG does for the client. IFG acts as your personal professional navigator and shopper in the financial marketplace, helping you assemble your own independent team of financial service providers and molding them into a seamless organization working for you. This approach gives the client control. Rather than being caught in a 'bundled' solution, this approach allows the client maximum flexibility. This is the approach that allows the client to replace any team member, including IFG, without disturbing the rest of the organization. It is the clients' independent financial group, not IFG's. IFG utilizes state-of-the art technology to custom-tailor planning, management, reporting, due-diligence, custodial, and analytical functions from independent service providers into a seamless client solution. Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® (CFP ®), an ACCREDITED INVESTMENT FIDUCIARY® (AIF®), and is licensed for insurance as an independent agent under California license #0C00742.

概述

国家 United States
成立时间 1991
总部 2655 First Street, Suite 250, Simi Valley, CA 93065, US
电话号码 +1805-265-5416
网站 http://www.indfin.com
LinkedIn http://www.linkedin.com/company/the-independent-financial-group
Twitter https://twitter.com/JimLorenzen
Facebook https://facebook.com/IFGAdvisory
员工数 2
行业 financial services,
简介 THE INDEPENDENT FINANCIAL GROUP is an independent practice financial consultancy and a Registered Investment Advisor established in 1991. IFG provides retirement planning and wealth management services to private clients concerned with securing the future for themselves and their families. The IFG name doesn't refer to a group of people organized to sell products; instead it refers to what IFG does for the client. IFG acts as your personal professional navigator and shopper in the financial marketplace, helping you assemble your own independent team of financial service providers and molding them into a seamless organization working for you. This approach gives the client control. Rather than being caught in a 'bundled' solution, this approach allows the client maximum flexibility. This is the approach that allows the client to replace any team member, including IFG, without disturbing the rest of the organization. It is the clients' independent financial group, not IFG's. IFG utilizes state-of-the art technology to custom-tailor planning, management, reporting, due-diligence, custodial, and analytical functions from independent service providers into a seamless client solution. Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® (CFP ®), an ACCREDITED INVESTMENT FIDUCIARY® (AIF®), and is licensed for insurance as an independent agent under California license #0C00742.

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常见问题

The Independent Financial Group 在哪里?

The Independent Financial Group 的总部位于 2655 First Street, Suite 250, Simi Valley, CA 93065, US

The Independent Financial Group 的电话号码是多少?

The Independent Financial Group 的电话号码是 +1805-265-5416

The Independent Financial Group 的官方网站是什么?

The Independent Financial Group 的公司官方网站是 http://www.indfin.com

The Independent Financial Group 是做什么的?

The Independent Financial Group 的业务有哪些?

retirement planning wealth management,investment management consulting,business liquidity & transition consulting,retirement planning amp wealth management

The Independent Financial Group 的年收入是多少?

The Independent Financial Group 的收入是 22752000美元

The Independent Financial Group 有多少员工?

The Independent Financial Group 有 2 名员工

The Independent Financial Group 属于哪个行业?

The Independent Financial Group 从事以下行业: financial services

The Independent Financial Group 使用什么技术?

The Independent Financial Group 使用的一些流行技术包括: Cloudinary,GoDaddy Hosting,Google Font API,Mobile Friendly,Outlook,WordPress.org,Zencoder,reCAPTCHA

如何联系 The Independent Financial Group?

The Independent Financial Group 联系信息: 电话号码:+1805-265-5416， 网站:http://www.indfin.com， 邮箱：-

The Independent Financial Group 的社交媒体链接是什么?

The Independent Financial Group 领英：http://www.linkedin.com/company/the-independent-financial-group,fackbook：https://facebook.com/IFGAdvisory,twitte:https://twitter.com/JimLorenzen

The Independent Financial Group 是一家上市公司吗?

不是

The Independent Financial Group 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 The Independent Financial Group?

The Independent Financial Group 有 0 家投资者,包括 。

管理层

员工

Jim Cfp

Founding Principal

Dean Crouthamel

Investment Advisor

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