


Independent Financial Solutions
Financial Services • Matawan, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 750 Route 34, Ste 7, Matawan, New Jersey 07747, US |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Strategies, Retirement Planning, Life Insurance, Disability - Replace Your Income |
| Founded | 2008 |
| Employees | 1-10 |
Key Contact at Independent Financial Solutions
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.
Independent Financial Solutions revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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
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