Kirkland Chamber of Commerce: 425 822-7066

Independent Financial Group, LLC

  • Financial Services, Investments, Consulting
5400 Carillon Point
Kirkland, WA 98033
(425) 576-4035
Hours:
8-5 M-F

About Us

I provide clients with unbiased investment advice, free from sales pressures that may not be in their best interest. This translates into relationships built on unique levels of trust. I offer read more
  • About

    I provide clients with unbiased investment advice, free from sales pressures that may not be in their best interest. This translates into relationships built on unique levels of trust. I offer securities and advisory services through my broker-dealer, Independent financial Group (IFG) a registered broker-dealer and investment advisor. Member FINRA/SIPC. My goal is to provide clients with exceptional investment guidence and to help them protect their assets through uncertain times.

    Licenses & Designations:
    Designations: Chartered Financial Consultant® (ChFC®). Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised exams. They must also fulfill stringent experience and ethics requirements. The credential is widely regarded as the highest standard of knowledge and trust for financial planning professionals.
    The ChFC® program prepares professionals to meet the advanced financial need of individuals, families, and small business owners. ChFC's can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including investments and retirement, estate planning, Tax, & insurance.
    Security Licenses: Series 7,63,65,24 Insurance licenses: Life, LTC, Disability

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  • Whom to Contact

    • Mr. Stephen Jackson, ChFC
      Registered Principal
      Phone: (425) 576-4035