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Independence Financial Partners Employee Directory

Financial ServicesRhode Island, United States11-50 Employees

Independence Financial Partners operates within the financial services sector, offering securities and investment advisory services through a broker–dealer framework. The firm emphasizes a long-standing commitment to helping individuals, families, and businesses grow and protect their investments and enterprises through partnership and expert guidance. Based in Warwick, Rhode Island, the organization presents itself as a multi-generational advisor with a focus on building durable client relationships amid evolving financial landscapes. While its explicit services include wealth management and advisory support, the description highlights a history spanning over a century, signaling continuity and experience in its market. The company positions itself within a competitive network of large financial institutions by providing personalized, partnership-based service to its clients in the region. A recent development note indicates ongoing operations under a broader platform structure that includes other affiliated entities.

Find Independence Financial Partners employees' phone numbers or email addresses

Independence Financial Partners Global Highlights

Location
Employees

North America
44

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  • United States Of America
    44

Independence Financial Partners's Leadership

  • Stylized image of a person
    A. R.
    Investment Advisor Representative
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  • Stylized image of a person
    B. F.
    Field Supervisory Specialist
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  • Stylized image of a person
    C. M. W.
    Financial Professional
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  • Stylized image of a person
    C. J.
    Investment Advisor Representative
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  • Stylized image of a person
    J. G.
    Financial Advisor
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  • Stylized image of a person
    P. E.
    Financial Advisor
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  • Stylized image of a person
    T. L.
    Intern
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Independence Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Independence Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Investment Advisor Representative
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    B. F.
    Field Supervisory Specialist
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. M. W.
    Financial Professional
    Phone icon
    Jun 26, 2026
  • Stylized image of a person
    C. J.
    Investment Advisor Representative
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. G.
    Financial Advisor
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. E.
    Financial Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    T. L.
    Intern
    Phone icon
    Apr 26, 2025

Frequently Asked Questions

What is Independence Financial Partners known for?

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Independence Financial Partners was founded in 1909 operates in the Financial Services industry. The company's main headquarters is located in 935 Jefferson Boulevard Suite 2000 Warwick, Rhode Island 02886 United States. Explore Independence Financial Partners's company overview page for more information.

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

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

How many employees does Independence Financial Partners have currently?

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Independence Financial Partners has approximately 25 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Investment Advisor Representative: A. R.
  • Field Supervisory Specialist: B. F.
  • Financial Professional: C. M. W.
  • Investment Advisor Representative: C. J.
  • Financial Advisor: J. G.

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