Start Here to get your 401(k) Rollover Report and Speak with a Local Rhode Island Financial Professional

To Get Started

  • Please fill out the form and You will receive your FREE copy of 401(k) Rollover: Is It For Me?
  • We will not sell or rent your name or contact information to any third party - NO SPAM

      401(k) Rollover to IRA Report

In the Report You Will Learn about:

  • Options when leaving a job
  • Tax consequences
  • Is a lump sum distribution better
  • Comparing IRAs
  • No cost and no obligation. It’s loaded with practical information to help you meet your personal financial goals.
     

121-20141210-210697

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

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866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067