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OUR PROCESS

Let Financial Freedom Ring

We follow a carefully guided 4 step process which is developed to provide you with a level of service to exceed your expectations.

01

DISCOVERY

Fact Finding and Goal Setting

02

ORGANIZE

Financial Strategy Meetings and Recommendations

03

IMPLEMENT

Implementation and clarification of the plan

04

MONITOR

Ongoing Review and Modification

Contact us today to find out how we can help you reach your Financial Freedom.

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Independence Retirement Advisors, Financial Advisors, Pennsylvania

At Independence Retirement Advisors, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future.

CONTACT US

150 N Radnor Chester Rd.

Suite F 200
Radnor, PA 19087


1-833-886-9472
1-833-88MYIRA
YourTeam@IndependenceRA.com

Check the background of this financial professional on FINRA’s Broker Check.

 

Joe Cucinotta Sr. offers Securities through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Broker/Dealer.  Joe Cucinotta Jr. offers Securities and Advisory Services through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Investment Advisor. Supervisory Branch: 540 Fort Evans Road NE, Suite 200, Leesburg, VA 20176 (800) 880-4234. Independence Retirement Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in AZ, CA, DE, FL, GA, NJ, NY, NC, OH, PA, SC and VA.

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This communication is strictly intended for individuals residing in the states of Arizona, California, Delaware, Florida, Georgia, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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© 2021 Independence Retirement Advisors. All rights reserved.

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