"Our mission is to empower and impel our clients to make informed financial decisions based on independent unbiased advice and provide service that exceeds their expectations." Independent Wealth Consultants was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Independent Wealth Consultants may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Independent Wealth ConsultantsWebsite | http://www.iwcteam.com |
Revenue | $1 million |
Employees | 6 (6 on RocketReach) |
Founded | 2007 |
Address | 4812 S. Jackson Rd., Edinburg, Texas 78539, US |
Phone | (956) 683-1818 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Crown Financial Partners, LLP, Integrity Financial Management Inc, Provident Wealth Management Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Independent Wealth Consultants employee's phone or email?
The Independent Wealth Consultants annual revenue was $1 million in 2024.
Jason Valle is the President of California Operations of Independent Wealth Consultants.
6 people are employed at Independent Wealth Consultants.
Independent Wealth Consultants is based in Edinburg, Texas.
The NAICS codes for Independent Wealth Consultants are [523, 52393, 52, 5239].
The SIC codes for Independent Wealth Consultants are [628, 62].