Testimonials

Integrity, professionalism, service, and technological innovation. These are just some of the reasons our company decided to do business with Independent Planning Group several years ago – and the results delivered have been as promised. Every member of the Independent Planning Group team has been a pleasure to work with and we look forward to a long relationship with this organization.
The Millar Corporation/Millar Wealth Management

Vince Valenti and all the people at IPG have been an absolute joy to work with. The IPG Transition Plan and team assisted us through the transfer of some sizeable books to their dealership with very little difficulty. Their planning beforehand and their execution of the transfers were handled flawlessly. The Winfund/Virtual Office combination is powerful and easy to learn. Clients love the reporting options available to them. We are very pleased with our transfer and only wish we had done it sooner.
Murray A. Child, CFP,R.F.P., Branch Manager

IPG is absolutely the most organized and efficient dealership with a superb organized staff. No need to look anywhere else for support.
Ralph Neumann C.F.P., CLU