Account Login
Inside Independent Financial Services

Happy Holidays from all of us at Independent Financial Services!
Financial Planning
Life Stages
Divorce
Market Watch   January 5, 2009 06:00 PM
Dow Jones Industrial Average 8952.89 -81.80
NASDAQ Composite 1628.03 -4.18
S & P 500 927.45 -4.35
Russell 2000 505.03 -0.81


We are expert at offering:

…a variety of services to help meet your short- and long-term financial objectives including:


Investment Management
• Mutual funds, unit investment trusts, stocks and bonds
• Annuities – fixed and variable
• Life Insurance, Disability and Long-Term Care insurance
• IRAs, IRA Rollovers, Roth IRAs


Comprehensive Financial Planning
• Personal financial statement projections
• Portfolio review
• Asset allocation models
• Retirement planning
• Education planning
• Protection review and suggested modifications of current safeguards
• Estate planning review and recommendations


Ongoing Active Money Management
• Quarterly portfolio summary reports
• Mutual funds
• Stocks, bonds and unit investment trusts
• Advisory services offered through ICA
Check Out Our Newsletters!

Check out our latest issue of Investor's Update.


Read More>>

 

 
Disclaimer -Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.  Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to sell securities in the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MD, NC, NJ, NY, OH, SC, TN, TX, VA, WV, WI.

Investment Centers of America, Inc. (ICA), member FINRA, SIPC and a Registered Investment Advisor is not affiliated with First National Bank of Pasco or Independent Financial Services. ICA and Independent Financial Services are separate companies. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are * not insured by the FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or its affiliates * subject to risks including possible loss of principal amount invested.

ICA Privacy Policy