Independence Planning Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

At Independence Planning Group, we know that financial success is the result of discipline, hard work and smart, informed decision-making. To build an effective financial strategy, it’s important to seek out the right people who understand what is important to you, and will provide long-term support as you move through the stages of your financial life.

With IPG, you have a dedicated representative who delivers services in a coordinated and holistic way. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow, now and in the future.

Independence Planning Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1767 Sentry Parkway West, Suite 200, Blue Bell, PA  19422, (267) 468-0822.  PAS is an indirect, wholly-owned subsidiary of Guardian.  This firm is not an affiliate or subsidiary of PAS.

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Independence Planning Group is an independent agency and not an affiliate or subsidiary of Guardian.

2019-85534 exp. 9/2021.

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
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    J. B.
    Founder And Chief Executive Officer, Your Outsourced Chief Financial Officer
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    J. V.
    Managing Director
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    L. L.
    Client Relations Manager/Technology Director
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    R. K.
    Director Of New Business Underwriting
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    H. M.
    Assistant Manager
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    L. R.
    Brokerage Manager And Disability Insurance Specialist
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    D. O.
    Financial Representative
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Contact profiles from Independence Planning Group

Name
Title
Contact Info
Location
Last Update
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    N. C.
    Onboarding Coordinator
    Phone icon
    United StatesPennsylvania
    Jul 31, 2025
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    R. T.
    Financial Representative
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    United StatesMassachusetts
    Oct 22, 2024
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    S. D.
    Financial Representative
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    United StatesPennsylvania
    Oct 16, 2024
  • Stylized image of a person
    K. C.
    Team Coordinator
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    United StatesPennsylvania
    Oct 25, 2025
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    M. P.
    Phone icon
    United StatesNew Jersey
    Jan 31, 2024
  • Stylized image of a person
    R. C.
    Phone icon
    United StatesPennsylvania
    Sep 15, 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. The company's main headquarters is located in 1767 Sentry Parkway West, Suite 200 Blue Bell, PA 19422 US; 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 September 2019. 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 September 2019, 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.
  • Managing Director: J. V.
  • Client Relations Manager/Technology Director: L. L.
  • Director Of New Business Underwriting: R. K.

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