General Info

The Independent Financial Group is a securities and investment firm that serves several individuals and institutional investors. It offers annuities stocks, bonds and life insurance products. The firm also offers fee-based asset management solutions. The Independent Financial Group maintains operations in more than 25 offices in the United States. It is one of the leading, independent, privately held broker-dealer firms in the U.S. The firm provides mutual funds from companies, such as First American, FAM Distributors and Delaware Investments. The Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through Pershing.