We are affiliated with Independent Financial Group, LLC as our broker dealer and service center. Independent Financial Group provides us with our access to securities, investments, insurances, and annuities for families and businesses.

Independent Financial Group’s commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our office to focus on our client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.

The mission of Independent Financial Group is simple – provide outstanding service, and provide continuing education and access to the tools and resources to help advisors maintain their competitive edge. Most importantly, Independent Financial Group is a place that celebrates quality of life. The growth is not about the numbers, it’s about relationships, with our employees, representatives and families. The force that drives Independent Financial Group is not to be the biggest, but the best.

As a privately–owned and operated company, Independent Financial Group strives to make the success of the client and the advisor their own success. Independent Financial Group strives to provide an environment in which all client and advisor interactions are efficient, friendly, and productive, while delivering the products, services, and technology necessary to serve clients and advisors. Independent Financial Group understands that advisors are independent business people – free to affiliate with whomever they choose. And they continually keep that front of mind as they design and execute the best ways to provide service.

Quality of service is the main goal of every Independent Financial Group employee. They are dedicated to providing advisory offices with the same kind of attentive response advisors would provide to their own clients. Independent Financial Group is not the biggest independent broker dealer, nor do they strive to be. Often smaller is better than larger. And because of their size, they can customize delivery of services to suit any of the needs of advisors and clients. Each member of our team at Independent Financial Group has an average of 10+ years of industry experience.

Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through their clearing partner, Pershing, LLC.

Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.

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Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

O’Brien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.

OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

Electronic communications are not necessarily confidential and may not be delivered or received reliable. Therefore, do not send orders to buy or sell securities or other instructions relating to your accounts via e-mail. The material contained herein is confidential and intended for the address recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.

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