Harpy Financial Partners

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Independence, WI 54747

Harpy Financial Partners is an independent broker affiliated with Transamerica, a renowned Fortune 500 company with a rich history dating back to the early 1900s. Specializing in a comprehensive range of financial services, they cater to diverse needs ranging from retirement planning to life insurance solutions.

As a non-captive entity, Harpy Financial Partners has the unique advantage of offering products from a vast array of over 100 A-rated companies. Their services span various areas including 401Ks, IRAs, Roth IRAs, different investment strategies like fixed, indexed, and variable, as well as insurance products like term and permanent life policies.

Catering to needs beyond the individual, they also provide services for family protection, long-term care, disability insurance, as well as tailored solutions for higher education funding and tax-efficient strategies. Additionally, they offer wealth management services, estate planning, and other financial planning services to assist clients in achieving their financial goals.

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