The Independent Financial Group

The Independent Financial Group

Financial Services, 2655 1st St Ste 250, Simi Valley, California, 93065, United States, 1-10 Employees

indfin.com

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Who is THE INDEPENDENT FINANCIAL GROUP

THE INDEPENDENT FINANCIAL GROUP is an independent practice financial consultancy and a Registered Investment Advisor established in 1991. IFG provides retirement planning and wealth manag...

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  • 2655 1st St Ste 250, Simi Valley, California, 93065, United States Headquarters: 2655 1st St Ste 250, Simi Valley, California, 93065, United States
  • 1991 Date Founded: 1991
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Frequently Asked Questions Regarding The Independent Financial Group

Answer: The Independent Financial Group's headquarters are located at 2655 1st St Ste 250, Simi Valley, California, 93065, United States

Answer: The Independent Financial Group's official website is https://indfin.com

Answer: The Independent Financial Group's revenue is $5 Million to $10 Million

Answer: The Independent Financial Group's SIC: 6282

Answer: The Independent Financial Group has 1-10 employees

Answer: The Independent Financial Group is in Financial Services

Answer: The Independent Financial Group contact info: Phone number: Website: https://indfin.com

Answer: THE INDEPENDENT FINANCIAL GROUP is an independent practice financial consultancy and a Registered Investment Advisor established in 1991. IFG provides retirement planning and wealth management services to private clients concerned with securing the future for themselves and their families. The IFG name doesnt refer to a group of people organized to sell products; instead it refers to what IFG does for the client. IFG acts as your personal professional navigator and shopper in the financial marketplace, helping you assemble your own independent team of financial service providers and molding them into a seamless organization working for you. This approach gives the client control. Rather than being caught in a 'bundled' solution, this approach allows the client maximum flexibility. This is the approach that allows the client to replace any team member, including IFG, without disturbing the rest of the organization. It is the clients' independent financial group, not IFG's. IFG utilizes state-of-the art technology to custom-tailor planning, management, reporting, due-diligence, custodial, and analytical functions from independent service providers into a seamless client solution. Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER (CFP ), an ACCREDITED INVESTMENT FIDUCIARY (AIF), and is licensed for insurance as an independent agent under California license #0C00742.

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