News & Notes

Five Star Wealth Manager (2019)

Warwick, RI, (January, 2019) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners, was pictured along with his colleagues in Rhode Island Monthly's January Issue. The firm was recognized for its continued ranking as a Rhode Island Five Star Wealth Manager. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field.

MDRT:  Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.   The FIVE STAR: The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC (dba Five Star Professional). It includes less than [insert percentage] of [insert number] wealth managers in the [insert city] area in [insert year]. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credential professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) Non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served; (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score. The Five Star award is not indicative of the wealth managers' future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of the wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however, award winners may purchase additional profile ad space or promotional products. Five Star Professional is not an advisory firm.   ACE award: ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

  

iFP supports Boys Town

Warwick, RI, December 14, 2018 – John Gautreaux and Independence Financial Partners present 2 large bags of toys and clothing to Boys Town New England to help make this holiday special for children in Rhode Island. Independence Financial Partners teamed up with Boys Town of New England Adopt a Child Gift Drive to brighten Christmas morning for children in need this holiday season. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

John Gautreaux ChFC, a Partner with Independence Financial Partners, supports Newport Mental Health

NEWPORT RI (Oct,  2018 – John Gautreaux, ChFC enjoyed a lovely evening with clients and friends at Ocean Cliff in Newport, RI in support of Newport Mental Health.  “Rock-the-Mansion is our biggest fundraising event of the year,” said CEO and President Jamie Lehane.   Funds raised will help support and provide services for weekday walk-In along with 24/7 emergency services and those with co-occurring addiction and mental health needs.  http://www.newportmentalhealth.org

 

 

 

 

 

 

 

 

 

 

 

 

 

 

John Gautreaux ChFC, a Partner with Independence Financial Partners, Hosts a Relaxing Event for Clients and Friends

CRANSTON, RI ( April 25, 2018) – John Gautreaux, ChFC and his Client Care partner Kelly Terry hosted a successful client appreciation event at the Chapel Grille located in Cranston, RI.   Many of John's most valued clients were in attendence as we payed tribute to the many years of working closely together and supporting as many as three generations with some client familes.  Gail Trapp, my former and now retired Client Care partner was also there to greet our clients. 

 

 

 

IFP  supports Boys Town

Warwick, RI, December 14, 2017 – Independence Financial Partners presents 3 large bags of toys and clothing to Boys Town New England to help make this holiday special for children in Rhode Island. Independence Financial Partners teamed up with Boys Town of New England Adopt a Child Gift Drive to brighten Christmas morning for children in need this holiday season. The associates of the firm were delighted to contribute over $1200 and happy to buy toys and clothing for 3 children who depend on the support of donors.

 

 

 

 

 

 

 

 

 

 

 

 

 

Five Star Wealth Manager (2018)

Warwick, RI, (February 5, 2018) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners, was pictured along with several of the firm's senior advisors in Rhode Island Monthly's January Issue. The firm was recognized for its continued ranking as a Rhode Island Five Star Wealth Manager. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field.

For more information click Here

 


 

 

 

 

 

 

 

 

 

 

 

 


John Gautreaux ChFC, a Partner with Independence Financial Partners, supports Newport Mental Health

NEWPORT RI (November, 2017) – John Gautreaux, ChFC enjoyed a lovely evening with clients and friends at Ocean Cliff in Newport, RI in support of Newport Mental Health.  “Rock-the-Mansion is our biggest fundraising event of the year,” said CEO and President Jamie Lehane. “We hope to make it our best one yet.” Lehane added that the funds raised will help support and provide services for Weekday Walk-In along with 24/7 emergency services and those with co-occurring addiction and mental health needs.  http://www.newportmentalhealth.org

 

 

 

 

 

 

 

 

 

 

 

 


John Gautreaux ChFC, a Partner with Independence Financial Partners, Hosts a Relaxing Event for Clients and Friends

 

CRANSTON, RI ( Feb 22, 2017) – John Gautreaux, ChFC, Gail Trapp, his Client Care partner, and Kelly Terry recently hosted a successful client appreciation event. The event was held at Chapel Grille located in Cranston, RI. This event was also in part a celebration of Gail's retirement from our firm after 10 dedicated years of working together. Kelly recently joined our firm to take over for Gail and continue providing the same experience to our valued clients that they have become accustomed to with Gail.

 

Five Star Wealth Manager (2017)

Warwick, RI, (February 5, 2017) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners, was pictured along with several of the firm's senior advisors in Rhode Island Monthly's January Issue. The firm was recognized for its continued ranking as a Rhode Island Five Star Wealth Manager. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field.

For more information click Here



Local Financial Professional Recognized for Top Performance By Signator Investors, Inc.

Warwick, RI, (January 23, 2017) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners, a member firm of Signator Investors, Inc., has qualified for the ACE Silver Award, one of the highest honors the firm bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence.” John's practice focuses on providing solutions for business and individuals including wealth management, retirement and estate planning as well as 401(k) plans for businesses.  John accomplishments will be recognized by Signator during a company conference in May.

John is a fifteen year veteran of the financial services industry; and previously enjoyed a successful career in the commercial banking sector. Gautreaux is a life time member of the Million Dollar Round Table, representing the top financial services professionals nationwide. This will be the 12th year that Gautreaux has been recognized as a top advisor by Signator Investors, Inc.


Five Star Wealth Manager (2016)

Warwick, RI, (February 5, 2016) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners, was pictured along with several of the firm's senior advisors in Rhode Island Monthly's January Issue. The firm was recognized for its continued ranking as a 2016 Rhode Island Five Star Wealth Manager. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field.

For more information click HERE

 


2015 Tech10 Awards

PROVIDENCE, RI (November 19, 2015) – John Gautreaux, ChFC, and Roger Iannetta, Director of Product Management & Marketing at Cox Communications were in attendance at the 2015 Tech10 Awards program presented in partnership with Rhode Island Monthly to recognize Rhode Island's most accomplished IT practitioners, digital media professionals, and entrepreneurs. John is privileged to work closely with the Tech Collective's executive director and her talented team to support their employee benefits and new member development.


 


Independence Financial Partners and Boys Town of New England bring holiday cheer

December 15, 2015 – Warwick, RI – This holiday season, Independence Financial Partners worked with Boys Town of New England's in-home family services program to help make it a special holiday season for two brothers, ages 2 and 8.

After receiving the brothers' holiday wish lists, Santa's helpers at IFP worked to cross off everything on their lists, and raised extra money to purchase staple items, like pajamas, that the Boys Town campus needs.

Ashley Kuzmanko, Boys Town of New England Development Director, stopped by the IFP office on December 15th to collect the gifts from Santa and get a photo of the “elves behind the scenes.”

This is Independence Financial Partners' first year working with Boys town of New England. Advisor Walter Nencka is on the board of the organization. Happy Holidays from the IFP team!

 

Goldman Sachs and J.P. Morgan roll out the red carpet for Independence Financial Partners

Warwick, RI, (July, 2015) – Goldman Sachs and J.P. Morgan recently rolled out the red carpet for Independence Financial Partners, in what proved to be a highly informative due diligence meeting with two of the top investment banking firms in the world. Click HERE for some of our key takeaways from this meeting.

 


IFP Research Team joins Janet Yellen in Providence

Warwick, RI, (May, 2015) – The research team at IFP Investment Research was invited to lunch recently, where Yellen delivered an economic outlook to a crowd that included RI's top politicians, business leaders and academics. Below are some of our takeaways from that meeting.

Key Takeaways

- Yellen believes that the U.S. economy seems positioned for continued economic growth, and that the slowdown in the 1st Quarter was likely due to transitory factors, citing abnormally bad weather and the west coast port disruption as causes behind the “statistical noise.”

- Too low of inflation can impair the functioning of the economy, limiting wage growth and making it more difficult to pay off debt. Wal-Mart and Target recently announced wage increases, which is a step in the right direction.

- Because of substantial lags, policy must be made forward looking. Despite any rate increase, the cost of everything from car loans to mortgages is likely to stay low for years to come.

More coverage can be found on the attached link - Click HERE to view.

 


John Gautreaux ChFC, a Partner with Independence Financial Partners, Hosts a Relaxing Event for Clients and Friends

WARWICK, RI (April 7, 2015) – John Gautreaux, ChFC, and Gail Trapp, his Client Care partner, recently hosted a successful wine tasting event for clients and friends of his firm. The event was held at The Savory Grape located in East Greenwich, RI. Guests were treated to a selection of California wines as well as a sampling of delicious hors d'oeuvres. Mr. Gautreaux shared a few brief comments with his guests that centered on his thanks for their contributions to building his practice, as well as some of the many investments he and Gail have made to create a world class client experience. Mr. Gautreaux also shared a short video highlighting his newest financial planning service "IFP 360".

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Independence Financial Partners Recognizes Top Associates

Warwick, RI, (March, 2015) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners,  joined his colleagues at their annual awards ceremony in recognition of their top performing advisors in 2014. The event was held at Connecticut's Mystic Aquarium and raised money for the aquarium's Animal Rescue program.  John has been with IFP for over thirteen years and is consistently recognized for his exemplary service to his valued clients.  Not pictured is Gail Trapp, our trusted Client Care Manager.

 


 

Local Financial Professional Recognized for Top Performance By Signator Investors, Inc.

Warwick, RI, (January 23, 2015) – John M. Gautreaux, ChFC, a Partner with Independence Financial Partners, a member firm of Signator Investors, Inc., has qualified for the ACE Silver Award, one of the highest honors that JHFN bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence.” Gautreaux's practice focuses on providing solutions for business and individuals including, 401k plans, wealth protection and investment services. Gautreaux's accomplishments will be recognized by Signator during a company conference in May.

Gautreaux is a thirteen year veteran of the financial services industry; and previously enjoyed a successful career in the commercial banking sector. Gautreaux is a life time member of the Million Dollar Round Table, representing the top financial services professionals nationwide. This will be the 11th year that Gautreaux has been recognized as a top advisor by Signator Investors, Inc.


 

Gautreaux Begins Offering eMoney Advisor Platform to Clients

Warwick, RI (January 2015) – As our clients and friends know, we are continually seeking new and innovative ways to help ensure that the experience we deliver is second to none. That's why we're pleased to announce the addition of the eMoney Advisor suite of tools to our lineup.

eMoney Advisor (eMoney) will provide our clients with an interactive wealth management platform, featuring real time updates, and multiple financial planning options to meet our clients' every need.

With eMoney, our clients will be able to gain secure access to all assets on a single page; even accounts not currently managed by us. Clients will gain a holistic view of their complete financial situation, so they can keep better track of their important lifestyle and financial goals. Available tools include: Cash Flow Planning, Estate Planning, Goal-Based Planning, Aggregation, Investment Planning, and Retirement Income Planning.

Our clients will also be able to store valuable documents using eMoney's secure online Vault, a great way to backup those important files from any hazards or share them with your advisors.

To find out more about how the eMoney platform can benefit you contact us today to schedule an appointment.


John Gautreaux appointed to the Central Rhode Island Chamber of Commerce Board of Directors

Warwick, RI (October 2014) – John Gautreaux, ChFC, Partner with Independence Financial Partners of Warwick, Rhode Island has recently been appointed to the Central Rhode Island Chamber of Commerce Board of Directors. John has been an active part of the local business community for over 25 years and prior to being named to the Board was a Chamber Ambassador.

 


 

John Gautreaux speaks at Practice Advancement Conference

Warwick, RI (October 8, 2014) – John Gautreaux, ChFC, Partner, with Independence Financial Partners of Warwick, Rhode Island, recently was a featured presenter at the Signator Investors Practice Advancement Conference (PAC) in Orlando, Florida. John spoke from the main stage before an audience of approximately 400 fellow financial advisors/representatives and home office professionals. His topic, (Delivering a Top Notch Experience), highlighted his team's distinct efforts to create a truly memorable, ongoing client experience.

 


 

John Gautreaux ChFC, Partner with IFP Hosts Exclusive Art & Wine Event

WARWICK, RI (October 13, 2014) – John Gautreaux, ChFC, a partner with Independence Financial Partners, in Warwick, RI, recently hosted an exclusive event for clients and friends of his firm. The event was held at The Warwick Museum of Art, located in historic Apponaug, RI. Three clients of Mr. Gautreaux brought along their own works of art - all equally impressive and unique. The three artists discussed how their different approaches to their art have developed over time. John took the opportunity to explain that in financial planning as in art, clients come in with a blank canvass and working together, they are able to create a highly distinct, personalized picture of their financial future. Each guest was invited to contribute to a work of art that, when finished, was presented to Gail Trapp, John's client care partner.

During the event, guests were treated to a delicious selection of wines with local catering provided by Music Lane Catering. John commented during the event, “Your reaction to our event has been overwhelming and I truly appreciate the faith and trust my clients have placed in me. It's my pleasure and indeed an honor to host them for a night of great wine, food and art.” John also said that another client event is in the early planning stages and he looks forward to hosting even more clients and friends.

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Gautreaux Attends Tech Collective RI Bioscience Awards

Warwick, RI, (September 20, 2014) – John Gautreaux, ChFC, a partner with Independence Financial Partners, recently attended the Tech Collective's 2014 Rhode Island Bioscience Awards. Gautreaux, who in his role as an insurance and financial professional, helps provide employee benefits to members of the Collective. John also recently secured the fast growing Precision Design Studios as one of Tech Collective's newest members.

Tech Collective's 2014 Rhode Island Bioscience Awards honor the scientists, researchers, thinkers, and culture changers challenging the status quo. These are the innovations, technologies and break-troughs literally changing worlds and changing lives. From laboratories to production, from concept to cultivation, from individual contributor to community leader, the industry champions recognized at the event are strengthening the growth and influence of Rhode Island's bioscience sectors locally and globally.

The following link provides an overview of the event. http://www.tech-collective.org/index.php?option=com_content&task=view&id=68&Itemid=134

 


 

John Gautreaux ChFC, a Partner with Independence Financial Partners, Hosts an Exclusive Client Event

Warwick, RI (April 29, 2014) – John Gautreaux, ChFC, recently hosted an exclusive wine tasting event for clients and friends of his firm. The event held at The Savory Grape located in East Greenwich, RI was attended by approximately twenty guests and members of Mr. Gautreaux's firm including, his Client Care partner, Gail Trapp. During the event, guests were treated to a selection of California wines as well as a sampling of delicious hors d'oeuvres. Mr. Gautreaux shared a few brief comments with his guests that centered on his thanks for their contributions to building his practice, his appreciation for Gail's many years of support, and his vision for his practice's future. Gautreaux commented during the event, “Your trust in us is most valued and an affirmation that you truly enjoy being treated like a big fish in our pond".

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John Gautreaux,ChFC, Partner with Independence Financial Partners Swims Narragansett Bay for a Good Cause

NEWPORT, RI (August 21, 2014) – John Gautreaux , ChFC a Partner with Independence Financial Partners of Warwick, RI participated in the 38th annual Save the Bay Swim to benefit Save the Bay of Narragansett, RI. It was the sixth time that Gautreaux has participated.

The swim was held on Saturday, July 19, 2014. This year's event saw a return to the swim's traditional route across the Bay, from the Newport Naval Base to Potter Cove, Jamestown. Every year, nearly 500 swimmers, ages 15 to 77 years, swim 1.7 nautical miles across the Bay to raise money and awareness.

Gautreaux, who was quick to point out that this year's effort was not his best, still relished two important accomplishments. First, that he exceeded his personal fundraising goal and as he put it, “I lived to swim another day.”


John Gautreaux to speak at John Hancock Financial Network Practice Advancement Conference

Warwick, RI (March 28th, 2014) – John Gautreaux, ChFC, Partner, with Independence Financial Partners of Warwick, Rhode Island was selected to be a featured presenter at the John Hancock Financial Network (JHFN) Practice Advancement Conference (PAC) before an audience of fellow producers and home office professionals. The conference, to be held in Orlando, Florida in October typically draws over 500 company attendees from across the country. Gautreaux's topic will highlight his team's distinct efforts to create a truly memorable, ongoing client experience. This will be the second time in Gautreaux's career that he has been chosen to present at the conference.


Local Financial Professional Recognized for Top Performance - By Signator Investors Inc. Powered by john Hancock Financial Network

Warwick, RI (March 18th, 2014) – John M. Gautreaux, ChFC® a financial professional with Independence Financial Partners, a member of John Hancock Financial Network, has qualified for the ACE Silver Award, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence.”

According to Rick Beaulieu, Managing Partner of the Independence Financial Partnerslocated inWarwick, the ACE Award serves as a confirmation of John M. Gautreaux's exceptional abilities. “It is a testament to not only sales excellence, but also the level of professionalism, respect, and real value he delivers to clients and the community every day. We are very proud of John's high level of achievement,” he said.

Gautreaux's practice focuses on providing solutions for business and individuals including, retirement benefits, protection solutions and investment services.  Gautreaux's accomplishments will be recognized by JHFN during a company conference in California in May.

A twenty five year veteran of the financial services industry, Gautreaux has maintained his client centered practice with Independence Financial Partners since 2001, and is a ten-time member of the Million Dollar Round Table representing the top financial services professionals nationwide.

Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 197, Clarendon Street, Boston, MA 02116.

121-20140220-175569


John Gautreaux ChFC, Partner with IFP Co-Hosts Health Care Workshop

Warwick, RI (November 21st, 2013) – John Gautreaux, ChFC and Independence Financial Partners held an exclusive breakfast event at the Raddison Hotel on the topic of the Health Care Exchange for small businesses. Joining our clients and professional friends was Christine Ferguson, JD, LLM, HealthSource RI Director. "Christine gave us fresh insight on the state's independent health care exchange and how businesses can use the exchange to provide employees with greater choices and take advantage of available tax credits." The event was attended by over 65 of our valued clients and centers of influence.

 

John Gautreaux ChFC, Partner with IFP Hosts Exclusive Wine Event

Warwick, RI (November 5th, 2013) – John Gautreaux, ChFC, recently hosted an exclusive wine tasting event for clients and friends of his firm. The event held at The Savory Grape located in East Greenwich, RI was attended by approximately twenty guests and members of Mr. Gautreaux's firm including, his Client Care partner, Gail Trapp and Deb Nelson, Marketing Coordinator for the firm.

During the event, guests were treated to a selection of wines from California's Napa Valley region as well as a sampling of delicious hors d'oeuvres. Mr. Gautreaux shared a few brief comments with his guests that centered on his thanks for their contributions to building his practice as well as recent additions and improvements to his firm. Most notably, this included Mr. Gautreaux's attainment of The Chartered Financial Consultant (ChFC) designation as well as a new Electronic Newsletter.

Gautreaux commented during the event, “I truly appreciate the faith and trust my clients have placed in me. It's my pleasure and indeed an honor to host them for a night of great wine, food and conversation.”

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John Gautreaux ChFC, Partner with IFP,  Co-Hosts Exclusive Client Event

Warwick, RI (October 24th, 2013) – John Gautreaux, ChFC and Independence Financial Partners held an Heirlooms & Antiques Event at the Radisson Hotel. Clients were invited to bring their antique or collectible for a complimentary appraisal by "Auction Wally" aka Walt Kolenda. The event was a huge success. "Wally was very knowledgeable and informative and everyone had an enjoyable time. We look forward to events like this in the future".


Friends of Scout Troop 11 Coventry Holds Annual Fundraiser

Warwick, RI (October 2, 2013) – Recently, local scout Troop 11 Coventry held its annual fundraiser to support the Boy Scouts of the Troop.  The fundraiser, which was deemed another in a long line of successes according to Assistant Scout Leader John Gautreaux, raised $4,000.  “The proceeds from this successful ninth annual event will once again support the troop and its many scouts for another year.”  Gautreaux, a partner at Independence Financial Partners of Warwick went on to say, “I am pleased to be a proud supporter of the Boy Scouts and want to thank all who contributed their time, energy and funds to assist this worthy organization.”  The funds raised will help to reduce annual dues and lower camping costs.


John Gautreaux ChFC, Partner with IFP Hosts Exclusive Wine Event

WARWICK, RI (July 18, 2013) – John Gautreaux, ChFC, a partner with Independence Financial Partners, located in Warwick, RI recently hosted an exclusive wine tasting event for clients and friends of his firm.  The event held at The Savory Grape located in East Greenwich, RI was attended by approximately twenty guests and members of Mr. Gautreaux's firm including, his Client Care partner, Gail Trapp and Deb Nelson, Marketing Coordinator for the firm.


During the event, guests were treated to a selection of wines from different international regions as well as a sampling of delicious hors d'oeuvres provided by The Savory Grape.  Mr. Gautreaux shared a few brief comments with his guests that centered on his thanks for their contributions to building his practice as well as recent additions and improvements to his firm.  Most notably, among the recent improvements announced, was Mr. Gautreaux's attainment of The Chartered Financial Consultant (ChFC) designation.


Gautreaux commented during the event, “The reaction to this event has been overwhelming and I truly appreciate the faith and trust my clients have placed in me.  It's my pleasure and indeed an honor to host them for a night of great wine, food and fun.”  Gautreaux also said that another client event is in the early planning stages and he looks forward to hosting even more clients and friends.

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John Gautreaux, Partner at Independence Financial Partners:  John has been with his office since 2001 and focuses his practice on two main areas: Employees Benefits and Personal Financial Services.  Independence Financial Partners is a member of the John Hancock Financial Network and has been providing personalized financial solutions for over 100 years.

About Independence Financial Partners
For over 100 years, Independence Financial Partners has been helping individuals, families, and businesses achieve their financial goals using products and services from industry leading companies. The firm is a team of more than 70 financial professionals throughout Southern New England and into New York State who specialize in specific areas

Offering John Hancock insurance products.  Registered Representative/Securities offered through Signator investors, Inc., Member FINRA, SIPC. 935 Jefferson Blvd., Warwick, RI 02886, 401-732-4800.  121-20130725-150772


Local Financial Professional Earns Chartered Financial Consultant Designation

Warwick, RI (May 2013) John Gautreaux, a resident of Coventry, RI, recently earned his Chartered Financial Consultant (ChFC) designation from The American College, Bryn Mawr, PA .  Gautreaux, who is a financial professional with Independence Financial Partners, a John Hancock Financial Network firm, successfully completed three years of extensive study to earn the designation, which evidences advanced education for financial professionals.
    
“We are proud of John's achievement and his dedication to meeting the financial needs of his clients,” commented Richard P. Beaulieu, Managing Partner of Independence Financial Partners, which is located in Warwick, RI.

John Gautreaux, Partner at Independence Financial Partners, has been with his office since 2001 and focuses his practice on two main areas: Employees Benefits and Personal Financial Services. Gautreaux has 25 of years of experience in financial services and is a graduate of The University of Rhode Island where he received a Bachelor of Science (B.S.) in Finance. He is a nine year member of the prestigious Million Dollar Roundtable (MDRT), representing the top insurance and financial service professionals worldwide and is an Ambassador with the Central Rhode Island Chamber of Commerce. John is also active in his community, devoting time and financial support to a number of organizations, including Rhode Island Manufacturers Association, Junior Achievement, Business Networking International (BNI) and The Boy Scouts of America.

  
About Independence Financial Partners
For over 100 years, Independence Financial Partners has been helping individuals, families, and businesses achieve their financial goals using products and services from industry leading companies. The firm is a team of more than 70 financial professionals throughout Southern New England and into New York State who specialize in specific areas.


Offering John Hancock insurance products.  Registered Representative/Securities and investment advisory services offered through Signator investors, Inc., Member FINRA, SIPC, a registered investment adviser. 935 Jefferson Blvd., Warwick, RI 02886, 401-732-4800.   121-20130502-141462


Local Financial Professional Recognized for Top Performance
By Prestigious Industry Group

Warwick, RI (March 2013) John Gautreaux was recently recognized as a leader in the financial services field by qualifying for membership into the Million Dollar Roundtable (MDRT). Considered a premier industry association, the MDRT is an international network of leading insurance and investment financial services professionals or advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity.  John has qualified for this prestigious award nine times in the last eleven years.

According to Richard P. Beaulieu, Jr., Managing Partner of Independence Financial Partners, a full-service financial services firm located in Warwick RI, membership in the MDRT is an exclusive honor that is achieved only by a small percentage of all life insurance and financial services advisors worldwide.

“I am extremely proud of John for achieving this level of success and professionalism in his career and am pleased to have him as part of our team here at Independence Financial Partners. It is truly a tribute to his hard-work and dedication to client service,” continued Rick Beaulieu.

John Gautreaux, Partner at Independence Financial Partners:  John has been with his office since 2001 and focuses his practice on two main areas: Employees Benefits and Personal Financial Services.  Independence Financial Partners is a member of the John Hancock Financial Network and has been providing personalized financial solutions for over 100 years.

Offering John Hancock insurance products.  Registered Representative/Securities offered through Signator investors, Inc., Member FINRA, SIPC. 935 Jefferson Blvd., Warwick, RI 02886, 401-732-4800.  120-20130319-136708