Independence Planning Group logo

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
44

Minus sign iconPlus sign icon
  • United States Of America
    44

Asia
1

Minus sign iconPlus sign icon
  • Pakistan
    1

Independence Planning Group's Leadership

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

Independence Planning Group Employee Metrics

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

Contact profiles from Independence Planning Group

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

Frequently Asked Questions

What is Independence Planning Group known for?

Minus sign iconPlus sign icon
Independence Planning Group was founded in 1987 and operates in the Financial Services industry. You can contact Independence Planning Group's 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?

Minus sign iconPlus sign icon
Independence Planning Group employees' email format typically follows the pattern of First_Last@ipgroup.info. 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?

Minus sign iconPlus sign icon
Independence Planning Group has approximately 71 employees as of July 2026. These team members are located across 2 continents, including North America and Asia.

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

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.