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Independence Planning Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Independence Planning Group is a financial services firm that emphasizes disciplined, informed decision-making to build comprehensive financial strategies. The company positions itself as a coordinated, holistic advisory partner, aiming to optimize clients’ assets, protection, and cash flow across different stages of their financial lives. Clients work with a dedicated representative who provides guidance and ongoing support, with a focus on long-term financial planning rather than addressing only immediate needs. The firm operates as an independent agency within the Guardian Life Insurance Company ecosystem, leveraging the Guardian network while remaining unaffiliated with Guardian itself.

Find Independence Planning Group employees' phone numbers or email addresses

Independence Planning Group Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Asia
1

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  • Pakistan
    1

Independence Planning Group's Leadership

  • Stylized image of a person
    J. R.
    President And Chief Executive Officer
    Phone icon
  • Stylized image of a person
    J. B.
    Founder And Chief Executive Officer, Your Outsourced Chief Financial Officer
    Phone icon
  • Stylized image of a person
    H. M.
    Assistant Manager
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  • Stylized image of a person
    G. G. C.
    Registered Representative Of Park Avenue Securities Llc
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  • Stylized image of a person
    D. C.
    Insurance Salesperson
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  • Stylized image of a person
    M. C.
    Financial Specialist
    Phone icon

Independence Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Independence Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Founder And Chief Executive Officer, Your Outsourced Chief Financial Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. R.
    President And Chief Executive Officer
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    H. M.
    Assistant Manager
    Phone icon
    Pakistan
    Nov 13, 2025
  • Stylized image of a person
    G. G. C.
    Registered Representative Of Park Avenue Securities Llc
    Phone icon
    Jun 26, 2026
  • Stylized image of a person
    D. C.
    Insurance Salesperson
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. C.
    Financial Specialist
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Independence Planning Group known for?

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Independence Planning Group was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Independence Planning Group's company overview page for more information.

What is Independence Planning Group's most common email format?

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

How many employees does Independence Planning Group have currently?

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Independence Planning Group has approximately 71 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Independence Planning Group's key employees and leadership?

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As of July 2026, Independence Planning Group's key employees include:

  • President And Chief Executive Officer: J. R.
  • Founder And Chief Executive Officer, Your Outsourced Chief Financial Officer: J. B.
  • Assistant Manager: H. M.
  • Registered Representative Of Park Avenue Securities Llc: G. G. C.
  • Insurance Salesperson: D. C.

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