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: (805) 265-5416. 1 attorney on staff. Practice size: solo.
Law Firm Information
| Name | The Independent Financial Group |
|---|---|
| Address | 2655 First St Suite 250, Simi Valley, CA 93065, Simi Valley, CA 93065 |
| Phone | (805) 265-5416 |
| Website | https://indfin.com/ |
| Attorneys | 1 |
| Practice Size | solo |
| Online Booking | Available |
| Specialty | Law |
| Established | 2005 |
| New Patients | Accepting new patients |
Specialties
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
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.
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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 (805) 265-5416.
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.
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