Our Qualifications

Independence Financial Associates, a Career Agency of the Penn Mutual Life Insurance Company, has been serving the needs of individuals, business owners, professionals, and their families through Penn Mutual since 1847. We are an insurance and financial services firm. Our network of professionals includes insurance underwriters, registered representatives of HTK, attorneys, trust officers, and actuaries. Independence Financial Associates is dedicated to providing our associates the tools, training, case design, and advanced planning support they need to help them provide the “right” solution – all of the time –for their clients’ financial service needs. Our objective is to help you, your family and your business prepare for a secure financial future. To accomplish this, we take a step-by-step approach to personal and business planning, designed to help you identify and address your unique goals and objectives. We take the commitments we make to our clients seriously, and we are dedicated to providing you the best products and services possible. Toward that end, each of our associates receives ongoing training and education in insurance, investment, business, retirement and estate planning. We work primarily with business owners, professionals, high net-worth individuals, and their families. We welcome the opportunity to work with you. The companies with which we are “associated” are committed to providing high-quality products and services and have all earned solid reputations. 

Penn Mutual Life Insurance Company - Serving clients needs for more than 160 years. A quality provider of life insurance, annuities and other financial products.

Hornor, Townsend & Kent, Inc (HTK) - A full-service Broker Dealer and wholly-owned subsidiary of Penn Mutual. HTK offers a complement of investment products and services, from mutual funds to fee-based financial planning, from consolidated statements to general securities.  Independence Financial Associates is not affiliated with HTK.

The Pennsylvania Trust Company - Provider of trust administration services.