Founded in 2011 by Joseph P. Paniz, Independent Wealth Management and Insurance Services is a financial planning firm based in Fresno, California. The company emphasizes a client-centric approach, focusing on creating comprehensive, long-term financial strategies. They offer a range of services including retirement planning, investment management, and various insurance solutions such as life, disability, and long-term care. As an independent firm, they are not tied to proprietary products, allowing them to provide objective advice tailored to their clients' specific needs and goals. The firm's advisors are affiliated with Cetera Advisors LLC for securities and advisory services.

Founded in

United States