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Randal Poirier ChFC® is Season Sponsor of Island Moving Co.’s Newport Nutcracker at Rosecliff

Randal Poirier ChFC® is Season Sponsor of Island Moving Co.’s Newport Nutcracker at Rosecliff

11/16/2015 – Newport, RI – Independence Financial Partners is pleased to share that Randal Poirier ChFC® is the 2015 Season Sponsor of Island Moving Co.’s Newport Nutcracker at Rosecliff. The performance is a long-standing holiday tradition in Newport, and this year marks the production’s 14th season.

Poirier will be treating clients and friends to a private performance of the ballet to celebrate the holidays.  “I have long been a supporter of Island Moving Co.,” said Poirier, “I am thrilled to be able to combine my commitment to the arts with this special evening for my company.  The Nutcracker at Rosecliff is a fabulous event and I’m proud to be part of its continued success.”

Performances will begin on Friday, November 27th and conclude, after 14 shows, on Friday, December 4th.

For information about the Newport Nutcracker at Rosecliff, visit islandmovingco.org and newportmansions.org or call 401 847-4470.

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John Gautreaux, ChFC®, hosts chocolate and wine tasting even for clients and friends

John Gautreaux, ChFC®, hosts chocolate and wine tasting even for clients and friends

Warwick, RI (November 10, 2015) – John Gautreaux, ChFC®, hosted a chocolate and wine tasting event for clients and friends of the firm. Held at The Savory Grape in East Greenwich, RI, the event was attended by approximately twenty guests and members of Mr. Gautreaux’ s firm including, his Client Care partner, Gail Trapp and business coach William Rambo.

Guests enjoyed a selection of wines from Italy, an assortment of dark chocolates, and a sampling of delicious hors d’oeuvres. Mr. Gautreaux shared a few brief comments with his guests that centered on his thanks for their contributions to building his practice as well as recent additions and improvements to his firm. Most notably, this included the addition of IFP 360° to his firm’s suite of financial planning services.

Gautreaux commented during the event, “We wouldn’t be here if it wasn’t for the trust and confidence you have placed in us. We are committed to creating a meaningful experience for each of our valued clients”.

For an event recap, click here.

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End-of-Summer Cookout at the Phyllis Siperstein Tamarisk Assisted Living Residence

End-of-Summer Cookout at the Phyllis Siperstein Tamarisk Assisted Living Residence

(Warwick, RI 09/17/2015) – Andrew Liss RFC®, Investment Advisor Representative at Independence Financial Partners and a board member of the Jewish Seniors Agency of Rhode Island, helped host an end-of-summer cookout at the Phyllis Siperstein Tamarisk Assisted Living Residence in Warwick.  Attendees, including board members as well as guests, enjoyed a buffet served on the patio on a late summer evening.

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Coventry Resident Inducted into the Signator Investors, Inc. ‘Hall of Fame’

Karl Green recognized for long standing commitment to integrity and excellence in customer service in financial services

BOSTON, MA - July 22, 2015 – Coventry resident Karl W. Green of Independence Financial Partners, was recently inducted into the Signator Investors, Inc.  Hall of Fame. Since the inception of the Hall of Fame in 1956, fewer than 250 financial representatives have joined the elite group.  The main criterion for being tapped for the honor is earning the company’s ACE (Achieving Client Excellence) award at least 15 times.

Each year, only a select number of representatives receive the ACE award, which highlights client excellence, personal ethics and integrity, and the ability to solve clients’ financial needs.  

“To be inducted into Signator’s Hall of Fame, financial representatives must have proven their commitment to providing exceptional client service throughout their careers,” explained Brian Heapps, CLU®, ChFC®, president. “We look to our ‘Hall of Famers’ to be role models in our business based on a foundation of integrity and service. It’s a great pleasure to welcome Karl as one of our newest inductees.”

An industry veteran with more than 30 years of service, Green is a life and qualifying member of the Million Dollar Round Table.

About Signator Investors

Founded in 1968, Signator Investors, Inc., powered by John Hancock Financial Network, is an independent broker/dealer-Registered Investment Adviser based in Boston, Mass., that supports a national network of independent firms with more than 1,600 advisors and representatives across the U.S.

Signator partners with financial professionals who have proven experience and share its commitment to putting clients first. The firm’s open product platform includes a comprehensive range of investment, advisory and protection products from leading carriers.  And its first-class support, wealth of local and national resources and flexible business models help entrepreneurially minded financial professionals ensure that their clients are well taken care of. For more information, please visit www.signatorinvestors.com.

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

* The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies.  To be included in the HOF, inductees need to qualify for the ACE award 15 times. 

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

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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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