Independence Planning Group
Write a Review 267-468-0822

1767 Sentry Pkwy W, Blue Bell, PA 19422

Independence Planning Group, founded in 1987, offers financial solutions to executives, and business owners. It offers a wide range of services, such as life insurance that includes whole life, universal life, term life, survivorship life and variable life, and disability insurance for individual, multi life, overhead expense, business disability buyout and retirement protection. The company also provides long-term care and employer group benefits that includes health, dental, life, retirement and pension planning. Its investment services include brokerage accounts, load and no-load mutual funds, unit investment trusts, certificates of deposit, margin accounts and option accounts. It also offers managed account programs, including annuities, variable and equity index. It provides various strategic plans for its clients, including economic analysis, financial discovery, macro design, defense initiative and the economic blueprint. Independence Planning Group, is located in Blue Bell, Pa.

Reviews

Sam G.

05/27/2016

Provided by YP.com

"...Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood."This is a misrepresentation of associates and executives alike. They have no knowledge of special circumstances like family tragedies such as death and have no empathy for the atypical household. They believe they know a person by merely what it says on their spreadsheets and have no consideration for "loved Ones" of the client no matter how "obtuse" the situation is to them. They project moral superiority and have no sense of mental health and late bloomers due to extenuating situations and have no compassion. It is either their way or no way. This occurred to a recent widow who has insecurities of her own and has trouble confronting people and telling them what She wants. Don't believe these people will look out for your family and loved ones if it doesn't match their vision of what progress in life typically looks like they are at and families in special circumstances. Also, don't depend on them to give you straight answers as to simple questions such as available assets if you are starving for multiple weeks We live in a culture these people haven't adapted to, especially Tracy Kennedy.