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seller-profile

Richard Catanese

Independence Square Advisors

150 South Warner Road
Suite 300

King Of Prussia, PA 19406

6105201500

Connect with Richard

About Independence Square Advisors

Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors and business owners across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection.

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General Information

Firm Start Year

2019

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors -

Temple University
09/1981 -06/1985

Disclosures

Five Star Wealth Management Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 or 2022 Five Star Wealth Managers.

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Disclaimer

Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.Finra.org, www.SIPC.org. Other advisory services offered through Independence Square Holdings, LLC a registered investment advisor. Independence Square Holdings, LLC / Independence Square Advisors is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA

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