Independence Wealth Advisors, Inc.

Independence Wealth Advisors, Inc.

Financial Services Mclean, Va, United States 5 employees
Employees
5
Contacts
1
Emails
1
Phones
1

Independence Wealth Advisors, Inc. Overview

Headquarters
Mclean, Va, United States
Phone Number
Available in AeroLeads
Website
inwealthinc.com
Industry
Financial Services
Employees
5
Founded
2006
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Independence Wealth Advisors, Inc.

Independence Wealth Advisors (IWA) provides fiduciary services to clients – client first, conflict-free and transparent financial planning that includes: retirement planning, estate planning, asset management, investment management, risk assessment and education planning. We sit on the same side of the table with you, looking at financial planning through your eyes and acting in your best interests. IWA’s services include comprehensive wealth planning, retirement planning, 401(k) review and managing financial goals and investments. Freedom of Choice. Freedom of Mind.

Independence Wealth Advisors, Inc. Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage
Phone contacts
1
100.0% coverage

Independence Wealth Advisors, Inc. Org Chart

Sample employees and titles
Name Title Contact
Kathy Duffy Fiduciary - 401k/403b Fiduciary
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Finance 1 1 0