Independent Benefit Solutions, LLC

Insurance - North Providence, Rhode Island, United States

Independent Benefit Solutions, LLC Employees
Marco Capaldi

Financial Services Manager

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Marc AFC

Managing Partner

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David Rothermel

Financial Services Advisor

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Andrew Harmon

Director of Wealth Management

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Independent Benefit Solutions, LLC Senior Management
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Independent Benefit Solutions, LLC Details

It is our mission to ensure each client is confident in securing and protecting their financial future by being the leading local provider of personal insurance and business worksite benefits. Using a comprehensive approach and open architecture, we work with each client to develop a tailored plan by providing the expertise, advice, resources and services necessary for our clients to achieve their goals.VALUE STATEMENTAs a leading local provider of personal insurance and business worksite benefits, Independent Benefit Solutions uses a comprehensive approach and open architecture. We work closely with each client and our strategic referral partners to develop a tailored plan to fit your lifestyle, goals, and budget. We specialize in asset protection strategies and creative insurance solutions that protect against unnecessary risks and inefficient wealth transfers.

Independent Benefit Solutions, LLC logo, Independent Benefit Solutions, LLC contact details
Employees: 1 - 10
HQ:
Location: North Providence, Rhode Island, United States
Revenue:
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