Independent Financial Services

Independent Financial Services Customized strategies through every stage of life. www.ifstampabay.com The team at Independent Financial Services believes that no financial goal is
too large.

Our philosophy is that no matter what your lifestyle or current situation, you deserve access to a team of experienced investment professionals dedicated to helping you not only for the short-term, but also for
the long-term. We maintain a consistent philosophy in that we firmly believe in our clients' best
interests - it's your goals that guide us in helping you make them
eventual realities. We

are committed to providing professional financial advice
in creating a roadmap for today and tomorrow. As our name suggests, we are an "independent" office free from the pressures of selling only a select set of products. Our advisors focus on your goals and provide unbiased advisory services and the products to help you meet them. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Securities are not deposits, not insured by FDIC or any other government agency, not guaranteed by First National Bank of Pasco, and are
subject to risks, including the possible loss of principal. Independent Financial
Services and First National Bank of Pasco are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James
Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/
smicd.htm

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:
06/17/2026

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

Out of office status: 10/10. ✨Joanna, our Client Service Associate, caught some serious sunshine in the Outer Banks this...
06/16/2026

Out of office status: 10/10. ✨
Joanna, our Client Service Associate, caught some serious sunshine in the Outer Banks this May!
She spent a week in a beach house with friends in Nags Head, and it sounds like the perfect getaway. A few of her favorite highlights included:
☕ Morning coffee while watching the sunrise from the deck
🏎️ An Outback tour to see the famous wild horses in Corolla
⛳ A golf outing with the boys
☀️ A sunset Tiki Cruise
We love a team that knows how to work hard and vacation well.

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Ra...
06/12/2026

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Raymond James Chief Investment Officer Larry Adam shares what June's meeting could signal for markets and the Fed's path forward:

raymondjames.com

Understanding the differences between active and passive funds is fundamental for savvy investors. Test your knowledge a...
06/10/2026

Understanding the differences between active and passive funds is fundamental for savvy investors. Test your knowledge and perhaps learn something new.

raymondjames.com

Please join us in welcoming Gera Valiyeva, who is joining Independent Financial Services as our Business Intelligence & ...
06/08/2026

Please join us in welcoming Gera Valiyeva, who is joining Independent Financial Services as our Business Intelligence & Analytics Intern from May 12 to August 21, 2026.

We're grateful to have her on the team and excited for the energy and curiosity she brings. Gera shared that she's eager to dive into the world of financial services, explore how data informs decisions, and learn from a supportive, experienced group.

Welcome to IFS, Gera — we're thrilled to have you with us!

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment O...
06/05/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

raymondjames.com

While it's necessary for retirement plans to focus on cash flow and ensuring that your nest egg is large enough to cover...
06/04/2026

While it's necessary for retirement plans to focus on cash flow and ensuring that your nest egg is large enough to cover your living expenses, this granular focus can backfire if you don't address what you will do with all of your extra time!

money.com

🎉 Happy Birthday to the amazing Joanna! 🎉The team gathered for a sweet lunchtime celebration, honoring Joanna with a bea...
06/03/2026

🎉 Happy Birthday to the amazing Joanna! 🎉
The team gathered for a sweet lunchtime celebration, honoring Joanna with a beautiful bundt cake and a basket filled with her favorite things.

Fun fact: Joanna shares her birthday with her precious cats, Nala & Nubs, who are celebrating their 5th birthday today, too! 🐾❤️

Wishing Joanna a year ahead filled with happiness, love, and sunshine.

Happy Birthday Joanna – Nala - & Nubs! ☀️🌸

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/02/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

Address

Land O' Lakes, FL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+18139082701

Website

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