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Independence Financial LLC Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Independence Financial, LLC operates in the investment management sector, focusing on helping business owners and individuals plan for retirement, provide for their families, and safeguard business interests. The firm works with private businesses to implement turnkey retirement and executive benefit plans, including ongoing plan communication and administration, while also offering retirement and estate planning for executives and owners, and comprehensive financial services for employees and individual clients. Based in Oshkosh, Wisconsin, the company has a small professional team and serves a client base that includes both business owners and their teams, addressing retirement security, estate planning, and personal financial needs. Since its inception in 1932, Independence Financial has evolved to provide structured retirement solutions and personalized financial guidance within the investment management industry. A notable development mentioned is an award won by a 401(k) client recognizing the firm’s involvement as Plan Sponsor of the Year.

Find Independence Financial LLC employees' phone numbers or email addresses

Independence Financial LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Independence Financial LLC's Leadership

  • Stylized image of a person
    R. C.
    President
    Phone icon
    Mobile Phone

Independence Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Independence Financial LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. C.
    President
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Independence Financial LLC known for?

Minus sign iconPlus sign iconIndependence Financial LLC was founded in 1932 operates in the Investment Management industry. Explore Independence Financial LLC's company overview page for more information.

What is Independence Financial LLC's most common email format?

Minus sign iconPlus sign iconIndependence Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independence Financial LLC email formats with LeadIQ.

How many employees does Independence Financial LLC have currently?

Minus sign iconPlus sign iconIndependence Financial LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Independence Financial LLC's key employees and leadership?

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As of July 2026, Independence Financial LLC's key employees include:

  • President: R. C.

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