Our Firm History
Independence Financial Partners Celebrates Centennial Anniversary
Over 100 years ago in 1909, John Hancock Life Insurance Company (USA) established an office in downtown Providence. Today, that office still serves all of Rhode Island and now Connecticut from its main office in Warwick, RI and a satellite office in Rocky Hill, CT.
From a small insurance agency, John Hancock Financial Network - Independence Financial Partners, has grown into a full service financial firm with clients in every town in Rhode Island, and more than 70 financial representatives ready to serve the unique financial needs and concerns of each client.
To celebrate this milestone, Richard P. Beaulieu, Jr., CLU, ChFC and Kevin J. Beaulieu, ChFC, Co-Managing Partners of Independence Financial Partners, have teamed up with Audubon Society of Rhode Island to plant 100 sugar maple trees throughout the Ocean State on October 30, 2009.
The roots of the Beaulieu family run deep in the Rhode Island office of John Hancock Financial Network.
The Beaulieu’s father, Richard Beaulieu, CLU, joined John Hancock over 50 years ago as an agent then progressed his way up the ranks to a field manager who began leading the RI office in 1972. His legacy of excellence has grown with his sons, Rick who lives in East Greenwich and Kevin who is a resident of Warwick. The sons took over the management of the firm in 2001.
“Obviously we believe in putting down roots and working hard to grow something of value and significance to our clients, our advisors, and our community,” says Rick Beaulieu. “That’s why we chose to commemorate our firm’s 100th anniversary by planting 100 trees. We are looking to the past and also into the future to symbolize all that has been achieved and all there is to continue to do in helping our clients build and preserve wealth for generations to come,” continues Kevin Beaulieu.
In partnership with the Audubon Society of Rhode Island, Independence Financial Partners is giving a gift of a lifetime to show how rooted the firm is to Rhode Island and to cultivate the growth of the community that has contributed so much to the success of the firm over the last 100 years.
“Conservation is a core mission area of the Audubon Society of Rhode Island,” explains Lawrence Taft, Audubon Executive Director. “The number of sugar maples, historically an important part of the New England Landscape, has diminished in Rhode Island. We are pleased to partner with Independence Financial Partners to commemorate their 100 year anniversary. Together, we are restoring a native species to the state and ensuring future generations the opportunity to enjoy both the beauty of this tree as well as the educational maple sugaring programs that will eventually result from this planting.”