The Independent Financial Group — Simi Valley, CA

The Independent Financial Group is a law firm located at 2655 First St Suite 250, Simi Valley, CA 93065, Simi Valley, CA 93065. Phone: +18052655416. 1 attorney on staff. Practice size: solo.

✓ Now Accepting New Patients

Law Firm Information

NameThe Independent Financial Group
Address2655 First St Suite 250, Simi Valley, CA 93065, Simi Valley, CA 93065
Phone+18052655416
Websitehttps://indfin.com/
Attorneys1
Practice Sizesolo
Online BookingAvailable
SpecialtyLaw
Established2005
New PatientsAccepting new patients

Specialties

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Tax-Managed Strategies
  • Investment Advisory

Services Offered

  • Free Consultation
  • Wealth Planning
  • Tax-Managed Strategies
  • Investment Philosophy
  • Asset Custody
  • Strategic Partners
  • Financial Conversation Checklist
  • Values Exercise
  • Organizing Life

Office Hours

Insurance Accepted

  • Fee-based

About The Independent Financial Group

The Independent Financial Group is a Simi Valley, CA law firm specializing in Financial Planning, Wealth Management, Retirement Planning, and Tax-Managed Strategies. The practice is led by Jim Lorenzen, CFP®, AIF®. Services include Free Consultation, Wealth Planning, Tax-Managed Strategies, Investment Philosophy, Asset Custody, and Strategic Partners, and more. The practice accepts Fee-based. The Independent Financial Group is currently accepting new patients.

Frequently Asked Questions

Where is The Independent Financial Group located?

The Independent Financial Group is located at 2655 First St Suite 250, Simi Valley, CA 93065, Simi Valley, CA 93065.

What is the phone number for The Independent Financial Group?

You can reach The Independent Financial Group at +18052655416.

Can I book an appointment online?

Yes, The Independent Financial Group offers online appointment booking.

What insurance does The Independent Financial Group accept?

The Independent Financial Group accepts Fee-based.

What are The Independent Financial Group's office hours?

The Independent Financial Group's hours are: By Appointment Only.

Is The Independent Financial Group accepting new patients?

Yes, The Independent Financial Group is currently accepting new patients.

More Attorneys in Simi Valley, CA

All in Simi Valley · Browse CA

Need to schedule an appointment?

Contact The Independent Financial Group directly at (805) 265-5416.

Is this your practice?

Claim this listing to update your information and get found by more patients.

Update your hours, services, and contact info
Update your description and photos
Appear as a verified practice in search results
Get custom dental marketing from New Patients Inc
Claim This Listing — Free

Free to claim. Phone verification required.