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Independent Financial Resources, LLC

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Cincinnati
CRD Number
Website e-ifr.com
Client types

Overview

Independent Financial Resources, LLC is a professional investment advisory firm headquartered in Mason, Ohio. The firm focuses on retirement and estate planning for individuals and small businesses, helping clients build assets for tomorrow or protect, preserve and pass wealth to loved ones and charitable organizations. Advisors provide investment management, retirement planning strategies, college funding advice, lump-sum distribution guidance and insurance needs analysis within a comprehensive planning framework.Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group, allowing clients to access independent guidance supported by a major broker-dealer and a registered investment advisor platform.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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