Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors


Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM

CALL US: (813) 908-2701


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Call: (813) 908-201

why choose our team

the market changes, but our values remain the same

Independent Financial Services Team

At Independent Financial Services, our experienced staff hold numerous designations and accreditations. We pride ourselves in serving clients with devoted guidance and individualized service. We are well-versed to handle your financial needs through every phase of life.

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 well into your financial future.
We maintain a consistent philosophy in that we firmly believe in our clients’ best interests— it’s your dreams and goals that guide us in helping you. We are committed to providing professional fiancial advice in creating a roadmap for today and tomorrow.

As our name suggests, we are an “independent” office free from the the pressures of selling only a select set of products. We focus on your goals and provide unbiased advice and the products to help meet them.

Our areas of expertise

What We Do Best

Business Planning

Risk profiling, institutional asset allocation, and money management selection are the foundations of a strong plan in a rapidly changing environment. We’ll help you navigate with a customized strategy.


We specialize in helping those approaching or entering retirement develop a solid plan that will change and grow through every phase of life.

New Investors

We are passionate about helping guide New Investors in the direction that will help them reach their financial goals and dreams down the line.


Financial expertise is missing in many divorce processes. Our team can help both partners see a clearer view of their financial future.

women investors

Our team is here to empower women through any season of life and to educate individuals on their financial options to help reach their goals.