financial planning services

Knowing how to manage your money can take your investments to the next level. Take advantage of a wide array of wealth management and financial planning services available through IMA Private Wealth for a discounted rate. Experienced financial professionals can help you develop a personalized financial plan and answer basic financial, investment or insurance-related questions. If you are interested in learning more, please contact IMA Private Wealth at the email address below and they will be happy to discuss their service offerings with you.

Investment advisory services are provided by IMA Advisory Services, Inc. (IMAAS) (CRD#112091). IMAAS is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. IMAAS is also a registered insurance agency. The oral and written communications of an adviser provide you with information to determine whether to hire or retain an adviser. IMAAS, Form ADV Part 2A & Form CRS can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

Questions? Please email PrivateWealth@imacorp.com.