Independent Financial Services Open House and Ribbon Cutting
Independent Financial Services officially celebrated the opening of its new offices in Land O’ Lakes on Tuesday, July 19 with an Open and an official ribbon cutting ceremony by the Central Pasco Chamber of Commerce. The office is located at 20635 Amberfield Drive, Suite 102, Land O’ Lakes, 34638. “This move to Pasco County enables our staff at Independent Financial Services the opportunity to expand our presence into the fast-growing communities of Wesley Chapel, Land O’ Lakes and New Tampa,” said Jeannie Holliday, financial advisor and co-owner of the company. “Both Jodi and I plan to become very involved in this community and we are very thankful that the Central Pasco Chamber, of which we just became members, is able to join us for our ribbon cutting ceremony.” Jodi Perez is also co-owner and a financial advisor. While the address is new, the phone numbers will remain the same. Both new and existing clients can reach the new office at (813) 908-2701 and toll-free (888) 811-1817.
Independent Financial Services provides a variety of financial services to its clients, including comprehensive financial planning, ongoing active money management and investment management. The all-women firm specializes in four key areas: women and investing, retirement planning, divorce planning and small business solutions. Jeannie Holliday, CFA, CDFAÔ and Jodi Perez, CFPÒ founded Independent Financial Services in Tampa, Florida in 2007 after both having previously owned and operated their own firms separately. There is over 100 years of combined experience among its dedicated staff.