Founded in 1993, IMS Associates Financial & Insurance Services is an independent firm dedicated to offering personalized financial guidance. The company operates on a client-centric model, focusing on creating holistic financial plans that integrate investment management, retirement planning, insurance strategies, and estate planning. By remaining independent, they emphasize their ability to provide objective advice and access a wide range of financial products and services tailored to meet the unique goals and needs of their clients.

Founded in

United States