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Providence Business News: Karen Surman Paley - Feb 2015

Providence Business News: Karen Surman Paley - Feb 2015

We are very please to highlight Karen Surman Paley, an Independence Financial Partners Registered Representative, who had her Op-Ed piece printed in the Providence Busines News.

Taking stands on-key-issues

(Providence, RI - 2/21/2015) Karen Surman Paley, Guest Columnist, Providence Busines News

Today I feel happy and even proud to be a resident of Rhode Island. I live in a state where people take the human causes of climate change seriously. Our efforts take a variety of forms.

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Chocolate & Financial Insight With Randal Poirier

Chocolate & Financial Insight With Randal Poirier
(Newport, RI - 2/13/2015) Randal Poirier, ChFC®, Financial Planner and Partner with Independence Financial Partners, shared a night of Wine, Chocolate & Financial Insight with clients and guests at the at the Newport Wine Cellar & le petit gourmet.
 
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A New Year Is Upon Us: Time To Assess Progress

A New Year Is Upon Us: Time To Assess Progress

Another year is upon us. So it's a good time to assess the progress you've made toward achieving your financial goals, along with how far you still have to go. Many financial advisors are content to simply compare the amount of money your portfolio has earned over the year to the performance of broad market benchmarks. We're always happy to beat the market. But that's not really so important.

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Fly Below The Tax Radar At Year-End

Fly Below The Tax Radar At Year-End

The IRS often zooms in on upper-income taxpayers, especially those who buy and sell a lot of investments, and with good reason: These taxpayers have the most to gain or lose because the stakes are high. However, you can reduce the chances for an unhappy tax landing by flying below the "tax radar."

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Independence Gives To The House Of Hope

Independence Gives To The House Of Hope
(Warwick, RI - 12/19/2014)  We are pleased to donate more than 1,000 items to the Community Development Corp.’s Harrington Hall Shelter for the men at Harrington Hall, the state's largest emergency shelter providing year-round shelter for 100-130 men a night.

Providence Business News Article - Independence gives to the House of Hope

UPDATE 1/10/2015

Providence Business New featured an article about our donations in their Jan. 12-18, 2015 edition and on their website.

 

Downloadable PDF copy of Article or Link to Providence Business News - http://pbn.com/Independence-gives-to-the-House-of-Hope,102707?

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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.

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

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

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Suite 210
          Rocky Hill, CT 06067