We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
As President of I. M. Financial, Izak, also known as Zak, has escalated I. M. Financial to new heights. His mission to educate individuals, families and business owners on the truths and myths of the financial world is an ongoing...
Marc strives to raise the bar for top-notch financial advisors. His plan designs go above and beyond helping to improve clients’ financial futures as he makes certain his clients have...
Before joining the team, Mike left his mark at Morgan Stanley, Schonfeld Securities and New England Financial. His diverse background with these different institutions has given Mike the experience, skills, and knowledge to lead a...
Director of Investments
Tom’s responsibilities include all areas of investment policy and design. In 2012, Tom was awarded the prestigious Five Star Wealth Managers Award for his quality in strategy and service. Tom’s hands-on approach keeps all...
Director of Administration & Executive Assistant
Amanda is the backbone of I. M. Financial. Keeping the team on the same page while maintaining organization and structure, she simply does it all. Leading multiple team projects, Amanda goes above and beyond to ensure all tasks run...
Business Consultant & Tax Specialist
Advanced Planning Division
Scott leads the Advanced Planning Division with his 30+ years of experience in the financial arena. Having “seen it all”, Scott has the ability of successfully planning in some of the most complicated scenarios. Many know...
Life Insurance Underwriting Consultant
Disability Benefits Specialist
Nick is our Disability Insurance & Benefits Specialist. He specializes in individual and group coverage. Helping to make certain that our clients can actually receive their well-deserved benefits,...
Agency Control Officer
Steven works closely with the firm in an effort to ensure our employees and financial professionals conduct their business in an ethical manner, compliant with the many FINRA and SEC regulations that apply to the financial industry.