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I.M. Financial  

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80 Business Park Drive, Suite 207 - Armonk, NY 10504
Financial Consultanting dedicated to empowering individuals and businesses to make informed and impactful financial decisions. With a passion for education and a unique perspective, we strive to assist our clients find financial success.

Henry Milano - 914-588-1380  



Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Employee Benefit Plans Consulting Services
and more...

Licenses
SEI, S6, S63, S65, Life & Health Insurance License

Insurance
Life Insurance Solutions

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: The most crucial element for securing one's financial future is a well-thought-out plan. In today's dynamic financial landscape, having a comprehensive financial strategy tailored to your unique goals and circumstances is paramount. It encompasses prudent savings, smart investments, risk management, and tax optimization. This plan not only serves as a roadmap to achieve your financial aspirations but also provides a sense of security, ensuring that you're prepared for the unexpected twists that life throws.

Q: What is the most common type of project or service your company provides?
A: Personalized Financial Planning

Q: What would you like your customers to know about your company?
A: Want to learn more about financial literacy and how it can empower you? Have questions about achieving and maintaining financial wellness? Feel free to inquire about the strategies I employ to help you achieve your financial and life goals, or ask me about the educational resources and personalized guidance I offer to enhance your financial knowledge.

Q: What is your company best known for?
A: Avoiding Financial Failure for our clients, which helps them build long term wealth.

Q: What separates your company from the competition?
A: Our Incredible team at I.M. Financial. We are a highly experienced and knowledgeable group of financial professionals who are dedicated to staying at the forefront of the ever-changing financial landscape. This allows us to tap into a wealth of resources and support that empower us to better address the diverse financial situations and goals of our clients.

* All information in this profile, including licensing, has been provided by I.M. Financial. This information is not verified by ProMatcher.

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