Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

585-233-1797

Welcome to The Independent Group of CompaniesSM

Learn more

Independent Group of CompaniesSM

The Independent Group of Companies is an umbrella for three interrelated financial service companies. Each specializes in a segment of the planning or implementation process that results in comprehensive financial programs for individuals, businesses and trusts.

Independent Planning Group, Inc. a Registered Investment Advisor - Financial Planning for Individuals, Businesses and Trusts

Independent Planners Action Group, Inc. - Investment*, Insurance and Asset Management Services

Independent Compensation Consultants, Inc. - Offering Payroll Services, and Group Benefit and Trust Administration

Learn more
Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

BUSINESS OWNERS' TOOLBOX™

The Independent Group of CompaniesSM provides complete financial service. The organization you trust to help you with your financial planning can also implement the plan for you, eliminating the need to establish new relationships. We do not "bundle" our services, so you can use only those that you want or need.

Learn more

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Have a Question?

Thank you! Oops!