Independence Planning Group

Financial Services, 1767 Sentry Pkwy W Ste 200, Blue Bell, Pennsylvania, 19422, United States, 51-200 Employees

Phone Number: +17*********

Who is INDEPENDENCE PLANNING GROUP

Our mission at Independence Planning Group is to be one of the premier organizations in the country helping clients through the use of Personal Financial Economics to help increase their ...

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Headquarters: 1767 Sentry Pkwy W Ste 200, Blue Bell, Pennsylvania, 19422, United States
Date Founded: 1987
Employees: 51-200
Revenue: $25 Million to $50 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Independence Planning Group Org Chart and Mapping

Employees

Larry Rosenthal

Brokerage Manager and Disability Insurance Specialist

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Lisa Livezey

Client Relations Manager

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Frequently Asked Questions Regarding Independence Planning Group

Answer: Independence Planning Group's headquarters are located at 1767 Sentry Pkwy W Ste 200, Blue Bell, Pennsylvania, 19422, United States

Answer: Our mission at Independence Planning Group is to be one of the premier organizations in the country helping clients through the use of Personal Financial Economics to help increase their wealth, reduce their risk, and improve their benefits, with the objective of no additional out of pocket fees. At Independence Planning Group, we know that financial success is the result of discipline, hard work and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life. With Independence Planning Group you have a dedicated representative who delivers valuable services in a coordinated and holistic way. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow -- and minimize your debt -- now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood. Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your goals and your dreams. Optimize your wealth. Achieve your goals. Protect your dreams. Turn your dreams into realities. 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. 2017-37968 exp. 3/2019.