401(k) Record Keepers

Our approved partners offer client solutions regardless of plan size. From mega-plans to micro-market plans – a solution is available from one of our preferred partners.  Please note that this list is subject to change.

 Preferred Partners 

Group Annuity

CUNA Mutual
Diversified Investment Advisor
Great West
ING
JH Retirement Plan Services
Lincoln Life
MassMutual
MetLife
Nationwide
OneAmerica
Prudential
The Guardian
The Principal
The Standard
Transamerica

Mutual Fund

American Funds
Fidelity
Putnum

Open Architecture
Recordkeepers

Most commonly used firms include:
ADP
Ascensus
CPI
ExpertPlan
Pai
Retirement Alliance

DCIO Funds for
Open Architecture Sales

Most commonly used funds include:
Brinker
Columbia
Franklin Templeton
JH Funds
JP Morgan
Oppenhemier
PIMCO

121-20151007-256299

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.

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

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We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

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866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067