Insurance & Financial Services Group

CONNECT

Address:

12012 South Shore Blvd. Suite 108
Wellington, FL 33414

Phone:

561 798-5678

Fax/Other:

561 798-5699

Our Firm

IFSG is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
 

The IFSG difference

 

What is an independent Financial Firm?

Mostly due to advertising, investors are very familiar with the non-independent financial advisors that are found inside their local bank, known as “wirehouse” or full-service brokerage firms like; Morgan Stanley Smith Barney, Merrill Lynch, UBS, and Wells Fargo, which the firm's financial advisors typically must use the firm's often proprietary products and must meet certain quotas set by their employer. They work as employees of the Bank or wirehouse".

 

Not so familiar, is the Independent broker channel that may offer a more comprehensive array of products and services under their umbrella than a discount or full-service firms. Most banks or wirehouses will offer mainstream products such as mutual funds, annuities, unit investment trusts, low and midlevel automated portfolio management, and retirement accounts. In addition to these products. Independent firms may also provide access to alternative investment vehicles not always available to the general public, such as, private placement real estate investments, DST 1031 or 1033 commercial property portfolios, interval funds, L-Bonds, and other offerings for qualified investors.

 

What is an Independent Registered Rep.?

Independent Registered Representatives are securities licensed professionals that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these reps are independent, they are not tied to any particular family of funds or investment products and are regulated with the same compliance guidelines as a large wirehouse under FINRA. Independent reps., can best serve their clients with a unique “hands on” approach and are not Corporate employees , but are owner/operators of their own firm and associated with an independent Broker/Dealer.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 

Being with an independent broker dealer, we have more freedom to choose which products to use according to which products best meet our clients' needs.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck