Phone: (561) 362-0331

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  • There is a lot of uncertainty on the economic horizon, which is why it pays to have the right people watching over your best interests while helping you navigate through the potential obstacles.

  • Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

  • "If a man knows not to which port he sails , no wind is favorable” Seneca, Roman Philosopher

Welcome to Indian River Financial Group

Indian River Financial Group is a fee-based comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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Designing a financial plan to fit you starts now.


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