Experience. Knowledge. Personal Commitment. To Help You Plant. Grow. Enjoy.
Supported by Independent Financial Partners.
Independent Financial Partners (IFP), is a broker-dealer and registered investment advisor supporting a nationwide network of financial firms. They provide complete access to the comprehensive technological, financial and legal resources we need to simplify your financial life.
BNY Mellon/Pershing Trust Services
In addition to serving as our primary account custodian BNY Mellon/Pershing offers access to a sophisticated suite of services catered to high net-worth and private banking clients, including access to trustee services from a number of the most highly regarded trust companies in the nation, various lending solutions, including traditional margin and securities-based loans, Investment Credit Lines (ICLs), jumbo residential mortgages and additional specialized financing solutions.
Insurance Services
In order to provide you with the support, expertise and additional resources for your insurance needs, IFP Insurance Group utilizes The Pinnacle Group located in Jacksonville, Florida. Pinnacle is an insurance marketing organization that provides support for a variety of insurance needs, including for advanced planning and strategies. They help us deliver holistic and comprehensive planning to our clients.
The Pinnacle Group is not affiliated with IFP Securities LLC or IFP Advisors, LLC, dba Independent Financial Partners (“IFP”), or IFP Insurance Group.