The Investment and Annuity Services team at Independent Financial Group, LLC, specializes in providing tailored investment solutions and annuity products to clients. This team develops and manages a range of financial products, including alternative investments, annuities, and insurance options, ensuring clients receive well-researched, personalized advice to meet their financial goals.
James Naldi Cfa, Cai...
Director Research And Portfoli...
Jan Marino
Manager, Bank Channel
Madison Turbeville C...
Manager, Alternative Investmen...
Michael Spence
Specialist, Annuity Solutions
Michelle Miles
Alternative Investment Service...
Paul Larrabee
Director, Insurance & Annuitie...
Travis Hicks
VP, Alternative Investments
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