Independent Financial is a company that offers high-performance banking solutions to individuals, businesses, and community groups. These services include business banking, personal loans, and certificate of deposits. Independent Financial employees are committed to customer service and upholding their core values. They strive to provide the highest level of service, while still remaining independent and objective.
The primary goal of independent financial advisors is to develop a deep understanding of their client’s financial situation. This involves building strong relationships and regular communication with clients. They also have a high level of expertise and personal accountability to their clients. Independent financial advisors typically charge a percentage of the assets they manage. This fee structure gives the advisor an incentive to grow assets and provide high-quality service.
Another benefit of an independent financial advisor is that they are not restricted to the products of one financial institution or product line. This means they are free to recommend products that meet the needs and goals of their clients. Unlike commission-based advisors, however, independent financial advisors charge fees based on the services they provide. The fees may be higher, but this ensures that they are providing unbiased advice to their clients.
In addition to serving as an independent financial advisor, independent financial advisors are also free to use any investment products they feel may benefit their clients. In general, independent financial advisors may have better access to research and tools than those employed by a particular financial institution.