Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through its team of independent financial professionals. Their representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.

Finance

Independent Financial Group

Scott Heising

Sarah York Ea

Paul Cotofana

Kyle Kirwan

Elizabeta Kays

Monica Alvarez

John R Pearson

Tim Scanlon

Michaela Brickley

Marco Marron

Kelly Clyde

Cfp® Josh Koehnen

Jammie Avila

Ian Buxbaum

Greg Chachas

Bob Davidson the Federal Retirement Advisor

Darren Crume

Craig Spanton

Aif® Bryan Wertzer

Thomas Monahan

Dean Crouthamel

Andrea Klipfel

Michael W. Fruth

Crpc Michael Davidson

Kai Swick

Cfp® Jay Wurtzler Cdfa®

James Naldi Cfa, Caia, Cima®

Lauren Slater Goettsche

Jan Marino

Mason Moore

Lauren Goettsche

Chad Cristo

Marco Fuentes

Richard Mireles

Travis Hicks

Paul Larrabee

Sarah Kreisman

Scott Davis

The Wealth Management team at Independent Financial Group provides comprehensive financial planning and investment services, tailored to the unique needs of individual and institutional clients. This team specializes in creating personalized wealth strategies, managing portfolios, advising on retirement planning, and offering expertise in a variety of investment products, including mutual funds, annuities, and life insurance. Their goal is to help clients achieve financial security and growth through expert advice and strategic investment management.

Wealth Management

Registered Representatives and Principals

Leadership Team

Supervision and Compliance

Wealth Management

About

Team members

Other teams at Independent Financial Group

Registered Representatives and Principals

Leadership Team

Supervision and Compliance