![]() ![]() Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/ SIPC. You can be as involved as you would like in your investment process, or leave it entirely to our staff of advisors. ![]() We provide ongoing advice and management of your account, and monitor your progress.īecause we are advisor representatives with an SEC Registered Investment Adviser, we work for you on a fee basis and have a fiduciary responsibility to provide you with sound advice and management for your account. We start by assisting you in creating a personalized financial plan, completing an Investor Profile Questionnaire, and determining your asset allocation. We work for each client on an individual basis. Our team of advisors is dedicated to providing our clients with knowledgeable, experienced, objective advice. Our more than 400 advisors have assets under management of $2.7 Billion and another $26.7 Billion we serve in a consulting capacity for retirement plans. ![]() Forbes gives the award annually based on total assets under management. Being named as one of the “Top 50 Wealth Managers” by Forbes is one of the reasons Bosch Financial is proud to be part of Independent Financial Partners, an Independent SEC Registered Investment Advisor. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |