Independence Square Advisors

Independence Square Advisors

Financial Services 150 South Warner Rd 40 employees
Employees
40
Contacts
4
Emails
4
Phones
2

Independence Square Advisors Overview

Headquarters
150 South Warner Rd
Website
indsquare.com
Industry
Financial Services
Employees
40
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Independence Square Advisors

Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors, business owners, and financial advisors across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member SIPC SIPC.org. Other advisory services offered through Independence Square Holdings, LLC a registered investment advisor. Independence Square is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Independence Square Advisors Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Independence Square Advisors Org Chart

Sample employees and titles
Name Title Contact
Blaise J Milanek Wealth Advisor, Lpl Registered
Email
Christopher Groeber, Cfp®, Aif®, Crpc® Wealth Advisor at Independence Square
Email
Richard Catanese, Aif® Wealth Advisor at Independence Square
Email Phone
Benjamin M. Auslander Fee-only Financial Advisor (100%
Email Phone

Employees by Management Level

Individual contributor 14 profiles
Executive 3 profiles
Director 3 profiles
Associate / junior 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 7 7 3
Executive 7 7 3
Finance 1 1 0
Sales 1 1 0

Compare Similar Companies to Independence Square Advisors