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1126 West Foothill Boulevard
Suite 200
Upland, CA 91786
(909) 599-2800

13721 Roswell Avenue
Suite A
Chino, CA 91710
(909) 767-4155


Integrity Independent Financial & Insurance Services

Integrity Independent Financial & Insurance Services


Chino Valley 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.