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Independent Financial Solutions

Independent Financial Solutions

Financial ServicesFlag of USMatawan, New Jersey, United States1-10 Employees

Company overview

Headquarters750 Route 34, Ste 7, Matawan, New Jersey 07747, US
Website
NAICS52
SIC628
Keywords
Investment Strategies, Retirement Planning, Life Insurance, Disability - Replace Your Income
Founded2008
Employees1-10

Key Contact at Independent Financial Solutions

Flag of US

Greg Napolitano

President / General Agent

About Independent Financial Solutions

Independent Financial Solutions, Inc. (IFS) opened its doors in 2008 in Wall, New Jersey. Initially a Brokerage General Agency on an independent platform offering brokers access to top Insurance and Annuity companies and their products. Our founder, Greg Napolitano, started his career as an agent at a captive agency (carrier). He found that he could not properly provide solutions for all of his client's needs in this model, thus a solid financial strategy could not be implemented with such limited products. With this in mind Greg moved on and founded Independent Financial Solutions, Inc. Greg transformed what he did not like about a Captive Agency and what he did not like about a Brokerage Agency - and created an agency model that he and others had always wanted. An agency where the agents were independent, while being housed, annualized, receiving benefits, rewards and bonuses to name some key features. As our agency grew it garnished the attention of some large carriers looking to have our agency associated with them. They admired our steady growth, our platform, our mission statement and our success. After some time Greg decided the best path for IFS and its agents was to partner with Ameritas. Thanks to its independent agents, IFS was in the top 10 overall Conference Credits the last 4 years. (2012, 2013, 2014 & 2015). The agents of IFS now have the best of both worlds. An independent agency structure with outstanding support, fringe benefits and the backing of one of the country's oldest mutual insurance carriers, Ameritas. In April of 2014, our agency moved from its original location of Wall, New Jersey to a larger office in Matawan, New Jersey. We are growing our New Jersey office, please contact me today and learn why on average one new person joins our organization each week. IFS is here to serve the independent agent and brokerage community.

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Independent Financial Solutions revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

Independent Financial Solutions has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Independent Financial Solutions has never raised funding before.

Frequently asked questions

Independent Financial Solutions is located in Matawan, New Jersey, US.
Independent Financial Solutions was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Independent Financial Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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