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Independence Financial Advisors, LLC

Headquartered in FRANKLIN, NH

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Firm Information

Independence Financial Advisors, LLC is an independent financial advisor firm located in Franklin, NH. The firm manages over $432 million in assets for individuals, corporations, pension plans and high-net-worth clients. The firm provides financial planning, portfolio management, and fixed/fixed-index annuity products.

Independence Financial Advisors, LLC

402 CENTRAL STREET

FRANKLIN, NH 03235

$432.94M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advertisement and sale of fixed/ fixed-index annuity products

Advertisement and sale of fixed/ fixed-index annuity products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One-time project fees

Branch Locations (5)

INDEPENDENCE FINANCIAL ADVISORS, LLC has a total of 5 branch locations across the country.
location

Merrimack, NH

location

Nashua, NH

location

ROCHESTER, NH

location

Chelmsford, MA

location

FRANKLIN, NH

Advisors at Independence Financial Advisors, LLC

View All 7 Advisors
Unclaimed
Luca Anthony D italia

CFP®, RA

FRANKLIN, NH

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Paul William Gatehouse

RA

FRANKLIN, NH

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Michael Francis Ventura

RA

FRANKLIN, NH

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Unclaimed
Christopher Thomas Pessotti

RA

Chelmsford, MA

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Mark Paige Perkins

RA

Nashua, NH

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Glenn Maynard Lepene

CFP®, RA

ROCHESTER, NH

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Geoffrey Edward Tuthill

RA

FRANKLIN, NH

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Unclaimed
Pamela Lynn Hannan

RA

FRANKLIN, NH

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Disclosures

There are no public disclosures for Independence Financial Advisors, LLC.

Frequently Asked Questions (7)

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