Our Firm

Independent Financial Resources, LLC based in Mason Ohio provides professional investment advice to individuals and small businesses as it relates to retirement and estate planning. Our local branch is supported by the broker/dealer, WRP Investments, Inc. (member FINRA and SIPC) which is a family owned business based in Youngstown Ohio. Since 1976 WRP has provided service to the independent investment community. WRP Investments, Inc. is responsible for transaction processing, problem resolution, compliance oversight and compensation reconciliation. Also supporting the firm's efforts is National Financial Services, LLC, a Fidelity Investments company. National Financial Services, LLC domiciles client accounts (more than 5.8 million of them across the United States), provides protection of assets through SIPC (Securities Investor Protection Corporation) up to $500,000 (cash claims limited to $100,000) and Asset Guaranty Insurance Company with an additional $100 million of supplemental coverage. These entities combine to provide excellence in client service through the support of their personnel and commitment to technology.