Financial Independence LLC Company Profile, Contacts & Intelligence

Financial ServicesAdministrator8 employeesFounded 2009
3 contacts with email or phone data3 with email data
View verified contacts Compare competitors
Employees
8
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
3
Mapped contact coverage

Financial Independence LLC Overview

Financial Independence LLC is an independent Registered Investment Advisor focused on helping our clients balance their goals and dreams with their financial resources. We adhere to four core values – integrity, passion, caring and balance – which define who we are and engender the trust which is the cornerstone of our client relationships. Since we are independent, we offer no proprietary products, nor do we accept any form of investment commissions or transaction fees. We choose instead to work with a team of experienced, institutional money managers employing modern strategies intended to help smooth out returns and increase the chances of success in all types of markets. Because we are paid by you, and not the investment companies, our interests are in direct alignment and without lack of objectivity. Quite simply, through our two core services of investment management and holistic financial planning, we endeavor to protect and grow our clients’ money and help them take control of their financial lives. Tackling today’s financial complexities can be overwhelming. Quite often, the problem is not knowing where to turn for sound and objective, professional advice. Our goal is to provide advice that will ideally provide peace of mind, financial security, and confidence while minimizing anxiety and uncertainty.

Headquarters
Administrator
Website
fi-ri.com
Industry
Financial Services
Founded
2009
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Investment Management Financial Planning Retirement Planning and 401(k)s

Financial Independence LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
Executive
1
General
1
Sales
1

Financial Independence LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Samantha Beh
Experienced Customer Service Representative and Social Media Enthusiast
E
J
Jude Capalbo
Vice President and Chief Operating Officer
E
B
Betty Alvarez Cuesta
Office Administrator
E
G
Gargey Suryadevara
Finance & Business Analytics Major @ Boston University Questrom School of Business, Minor in Real Estate

Financial Independence LLC Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Executive
1

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