Warwick, RI, December 14, 2017 – Independence Financial Partners presents 3 large bags of toys and clothing to Boys Town New England to help make this holiday special for children in Rhode Island. Independence Financial Partners teamed up with Boys Town of New England Adopt a Child Gift Drive to brighten Christmas morning for children in need this holiday season. The associates of the firm were delighted to contribute over $1200 and happy to buy toys and clothing for 3 children who depend on the support of donors.
Independence Financial Partners is a financial services firm that has been helping individuals, families and businesses achieve their financial goals for over 100 years. The firm serves Southern New England from its mainoffice in Warwick, Rhode Island.
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Advisor. 935 Jefferson Blvd., Warwick, RI 02886, 401–732–4800. Independence Financial Partners is independent of Signator Investors, Inc. 121-20171214-421149
Little Compton, RI (November 20, 2017) - Randal Poirier, ChFC, Financial Planner and Partner with Independence Financial Partners, recently donated 40 Thanksgiving pies to the Little Compton Food Bank to help contribute to the annual Thanksgiving meal baskets that the Food Bank provides to those in need within the local community.
Randal has been a regular supporter of several local Little Compton, RI charities over the last decade and stated, “I feel very fortunate that I am able to give back to my community which has given me much success and an unmatched quality of life over the last 13 years. It’s a great feeling to have made a small impact on the enjoyment of the Thanksgiving holiday for some 40 families within our town.”
Randal Poirier, Financial Planner, has been in the financial services industry for the past 20 years. He has also been an ongoing supporter of a select group of local non-profit organizations such as, Newport’s Island Moving Co., the Potter League for Animals, the Little Compton Community Center, and others. He is also a resident of Little Compton, RI.
About Independence Financial Partners
For 100 years, Independence Financial Partners, a privately owned financial services firm, has been helping individuals, families, and businesses achieve their financial goals. The firm has more than 60 financial professionals throughout Southern New England, Connecticut and into New York State who specialize in specific areas to help their clients achieve their financial goals.
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Advisor. 935 Jefferson Blvd., Warwick, RI 02886, 401–732–4800. Independence Financial Partners is independent of Signator Investors, Inc. 121-20171115-414441
WARWICK, RI (January 2016) – The Independence Financial Partners team has been awarded the prestigious Five Star Professional Award, several of the team members being recognized for a consecutive time.
The Five Star Wealth Manager Award is presented to wealth managers in more than 45 markets in the U.S. and Canada. Independence Financial Partners’ award winners were selected from an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria.
Independence Financial Partners Team Members Photo
Left to right: Standing: Three-year winners Rick Beaulieu, AIF®, ChFC®, CLU®, and Christopher Beaulieu, ChFC®; four-year winner Randal Poirier, ChFC®; 2016 winner Kevin Beaulieu, AIF®, ChFC®; five-year winner Rulla Nehme, CFP®, ChFC® CASL®.
Seated: John Gautreaux, ChFC®; Karl Green; C. Martin Warburton, ChFC®, CLU®
Newport, RI (December, 2015) – Randal Poirier, ChFC, Financial Planner and Partner with Independence Financial Partners recently made a planned gift of life insurance to the Potter League for Animals. The donation will support the Potter League’s mission of making a significant difference in the lives of animals.
“I abide by Winston Churchill’s philosophy, ‘we make a living by what we get, but we make a life by what we give,’ Poirier says. “My goal in making this gift is to help the Potter League in its commitment to animals, so that others might benefit from their amazing shelter and adoption services, much like I did.” Poirier adopted his black Labrador Retriever, Hamlet, from the Potter League in 2010.
M. Christie Smith, Potter League Executive Director, praised Randal for recognizing that life insurance can be a wonderful way to help the Potter League in the future. “Donors and visitors always tell me they want to take all of the animals home with them. While that is not possible, Randal has found a unique and generous way to help all of the animals at the Potter League. We are so grateful. Randal’s gift means he will be a part of many animals’ lives for a very long time. I can’t think of a better way to have an impact and personally feel good about being a donor.”