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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Blaise J Milanek | Wealth Advisor, Lpl Registered | Malvern, Pennsylvania, United States |
Email
|
| Christopher Groeber, Cfp®, Aif®, Crpc® | Wealth Advisor at Independence Square | King of Prussia, Pennsylvania, United States |
Email
|
| Richard Catanese, Aif® | Wealth Advisor at Independence Square | Plymouth Meeting, Pennsylvania, United States |
Email
Phone
|
| Benjamin M. Auslander | Fee-only Financial Advisor (100% | Wayne, Pennsylvania, United States |
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 | Phone | |
|---|---|---|---|
| General | 7 | 7 | 3 |
| Executive | 7 | 7 | 3 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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