Corporate Office 1-844-231-5377
Ontario Office 1-909-599-2800
Chino Hills Office 1-909-767-4155
The IFIS Group is a full service financial services and risk management firm. Our clients mirror the world in which we exist, from the recent college graduate who needs to actively start planning for retirement, to the sophisticated retiree who has generational wealth transfer and estate planning concerns.
As a fully independent firm, we take pride in our ability to develop specific personalized goals for our clients, with the backing of an in-house research team headed by our principals, to oversee the ongoing management of client portfolios.