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There are many firms that provide “planning” services, so why should you work with INDFIN LLC?

Neil Grossman = INDFIN LLC; as a sole proprietorship, every client contact, analysis, recommendation, etc., is done by the same advisor – Neil Grossman. That allows for a very close relationship and a deep understanding of the client’s situation, goals, and concerns.

We are available to my clients far beyond “normal business hours.” I make myself available to my clients on evenings and weekends; any attempt at contact (e-mail, phone) is returned very quickly (ALWAYS by the next day, and faster if time-sensitive).

We do not receive any load, commission, or other compensation for the purchase or sale of any investments that you may purchase in brokerage accounts under our management; you can always know that my only financial interest is your financial interest.

Many “planning” services are focused on one area (insurance, investments) and often provide commission-based services.

INDFIN LLC has a fiduciary responsibility to our clients. This means that we must act in the best interests of our clients at all times and avoid any conflicts of interest. In contrast, brokers have a suitability standard, which means that any individual investment must be “suitable” for that investor. This is a much lower standard of accountability.
Choosing a financial planner is an important decision. Our clients have trusted us to guide them through a wide range of financial markets and economic conditions over the past 30 years; many clients have been with us for 20+ years, and every year new clients join us, whether for a one-off comprehensive plan or to also receive ongoing planning and investment management services.
By clicking on “GET IN TOUCH”, you can send a confidential request for a no-cost, no obligation initial consultation, where we would discuss what you are looking for in a planner and how/whether we might be a good fit for your needs. You can also use this button to ask questions or request more information before you decide on an initial consultation.