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Jonathan M
Series 63, Series 66
Lockport, NY
Independent Financial Partners
Jonathan Miller is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at CenterBridge Planning Group, Commonwealth Financial Network, Geneos Wealth Management, and Cornerstone Capital Wealth Management. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both decentralized investment strategies and centralized asset management options, with a formal retirement-plan advisory and pension consulting practice.
Jeffrey M
CFP®, Series 63, Series 65
Lockport, NY
Independent Financial Partners
Jeffrey Mc Cabe is a CFP® professional with 22 years of experience in financial planning and investment advisory. He is currently affiliated with Independent Financial Partners and previously worked at Commonwealth Financial Network and Axa Advisors, Llc. Mc Cabe is also involved with CenterBridge Planning Group, providing financial planning and investment advisory services. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options.
Mark B
Series 63, Series 65
Lockport, NY
Independent Financial Partners
Mark Burr is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Commonwealth Financial Network and Axa Advisors. Burr is also involved with CenterBridge Planning Group, focusing on portfolio and investment management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and features a decentralized advisory model, with specialized retirement-plan advisory and pension consulting capabilities.
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