Category: | Insurance agency, |
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Address: | 5182 Owosso Rd, Fowlerville, MI 48836, USA |
Postal code: | 48836 |
Phone: | (517) 223-9578 |
Website: | http://ifsforyou.com/ |
Monday: | 9:00 AM – 5:00 PM |
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Tuesday: | 9:00 AM – 5:00 PM |
Wednesday: | 9:00 AM – 5:00 PM |
Thursday: | 9:00 AM – 5:00 PM |
Friday: | 9:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
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At Independent Financial Services, we are a team of highly distinguished individuals, each with our respective specialties and certifications to help better serve various financial concerns. We pride ourselves in serving clients with devoted guidance and customized service. Jodi B. Perez, CFP®, CEPA
Investors have a few weeks left to sell unwanted assets like individual stocks, mutual funds, cryptos, equity funds, bond funds and so on. The settlement date must occur within the 2022 calendar year or by December 30th. You should also be aware of how the Christmas Holiday break may affect settlement timeframes.
Using Insurance Planning to Reduce Financial Risks. At Independent Financial Services uses professional advising techniques to evaluate your current financial situation, where you can stand to take risks, and what factors can impact your future financial growth. LET'S GET STARTED.
Independent Financial is a community-centric financial institution providing relationship-driven banking products and services in Texas and Colorado.
Independent Financial Services has been in business for over 41 years and has been working with Spendthrift Trusts for over 31 years. Our firm handles tax returns for Trusts, Personal, Sole Proprietorships, Partnerships, Sub S Corporations, C Corporations and Non-Profit organizations. Our clients are in all 50 states and in various overseas ...
As you consider the full range of benefits from a Spendthrift Trust, you'll encounter a paradigm shift in your thinking. As you watch this video and browse the Independent Financial Services website, you will discover the multifaceted benefits that await you, your family, or your business. Click to play. 01:46. WATCH FULL PRESENTATION.
IFS Independent Financial Services Ltd. Brandschenkestrasse 47 PO Box 1792 CH - 8001 Zurich +41 58 178 28 00. Route . Make an appointment
Advocacy Priorities. Our principal goal at FSI is to promote a healthier regulatory environment for independent financial services firms and their affiliated financial advisors through constructive and effective advocacy. This is done through a combination of advocacy and grassroots efforts. View Top Issues. Take Action.
179 Independent Financial Locations and ATMs in the United States. Search by city and state or ZIP code.
Online Banking & Bill Pay. Manage a number of banking activities anytime, anywhere with internet access: View account balances in real time. Review transaction history. Transfer funds between accounts. Access eStatements. Change your address. Make loan or tax payments. Pay one-time or recurring bills with ease: