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Independence Financial Partners Team Members Awarded Five Star Professional Award

Independence Financial Partners Team Members Awarded Five Star Professional Award

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.

Download this PDF to learn more about the 2015 Five-Star Wealth Managers at Independence Financial Partners. [ Alt Website Link

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®

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The Financial Advisor of the Future

The rise of "Robo-advisors" in recent years and their effect on the industry has been a much discussed topic. Though some may view them as a threat, they're not necessarily a bad thing. Every industry must embrace new forms of technology as part of progress, but nothing can replace the level of customer care and the wisdom of an experienced advisor.

The future advisor will need to approach to the changing investment landscape by bringing together the best of both worlds: Advanced, high-tech resources coupled with the expertise and human touch of an experienced professional.

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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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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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