Irving Financial Group, Inc., is a Florida-based financial services company committed to assisting clients through transitional life events such as retirement, business sales, widowhood, and divorce. Founded in 2002 and officially registered under the filed number P02000101996, Irving Financial Group operates with its headquarters located at 1201 6th Ave West, Suite 500, Bradenton, Florida. The firm specializes in customized wealth management services that focus on protecting, building, and distributing clients' wealth with integrity and wisdom. Emphasizing an independent business model, the company centers its strategies around client objectives rather than sales quotas, offering them autonomy and a broad spectrum of financial solutions tailored to individual needs.
Irving Financial Group is affiliated with Cetera Advisor Networks for trade execution and compliance auditing while maintaining freedom from proprietary product constraints. The parent entity, Cetera Financial Group (part of RCS Capital Corporation), enriches Irving's operations by providing expansive wealth management platforms and technological support essential for independent advisory services throughout the U.S. IRVING is also associated with Pershing LLC as the custodian for investment assets, ensuring secure account handling and rigorous compliance standards.
The company adheres to regulatory frameworks stipulated under FINRA/SIPC, reinforcing its dedication to transparency and client trust. Although offering in-depth financial insights, it expressly clarifies that its content should not be treated as tax or legal advice, encouraging consultations with professional advisors for detailed guidance. Contact details include the main phone numbers (941) 748-5404; (888) 748-5404; (855) 618-0184; (239) 677-4891 and direct interactions can occur via their website http://irvingfinancialgroup.com. Under Alan B. Irving's leadership, the firm strives to help clients transform their financial dreams into reality.
KEY FACTS ABOUT IRVING FINANCIAL GROUP, INC.
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US Businesses
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Companies in Florida
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Manatee County Companies
- Company name
- IRVING FINANCIAL GROUP, INC.
- Status
- Active
- Filed Number
- P02000101996
- FEI Number
- 481278018
- Date of Incorporation
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September 20, 2002
Age - 23 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://irvingfinancialgroup.com
- Phones
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(941) 748-5404
(888) 748-5404
(855) 618-0184
(239) 677-4891
IRVING FINANCIAL GROUP, INC. NEAR ME
- Principal Address
- 1201 6TH AVE WEST,,
SUITE 500,
BRADENTON,
FL,
34205,
US
See Also