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Welcome to Independence Financial & Insurance Services Center

Independence Financial & Insurance Services Center is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, work to protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Our Company

Independence Financial & Insurance Services Center was founded with the goal of assisting our clients in every aspect of their financial lives.

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Transitions Program

This program allows dislocated workers and their families who are being laid off or forced into early retirement access to a broad range of financial services without paying any upfront fees.

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Covered California

Covered California™ is the state’s destination for quality, affordable health care.

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