IMA Financial Group
Provides commercial insurance brokerage and wealth management services.
Company facts
- Founded
- 1974
- Employees
- 3,000
- Headquarters
- United States
- CEO
- Robert L. Cohen
- Type
- Private
- Funding
- Private Equity · $259M · 2020
- Subsidiaries
- Towerstone, Eydent, Grand River Services, IMA Wealth, Syntrinsic
About
At IMA Financial Group, our clients are at the heart of everything we do. We understand that businesses and individuals face a complex and ever-evolving landscape of risks. That's why our primary mission is to protect the assets of our diverse client base through meticulously crafted insurance and wealth management solutions. For our business clients, we know that navigating the complexities of commercial insurance, risk management, and employee benefits can be a significant challenge. Whether you operate in specialized industries like energy, manufacturing, or construction, or are a mid-market company looking for comprehensive coverage, our team of experts is dedicated to understanding your unique needs. We don't believe in one-size-fits-all solutions. Instead, we act as a true partner, offering consultative guidance to develop customized strategies that mitigate your specific risks and support your long-term growth. Our employee-owned structure means that our 2,500+ associates are personally invested in your success, bringing an owner's mindset to every interaction and ensuring we are always advocating for your best interests. For individuals and families, we provide the same level of dedicated service to safeguard your personal wealth and financial future. Our wealth management and private client services are designed to help you navigate life's milestones with confidence. From retirement planning and investment advisory to personal insurance solutions, we work closely with you to understand your goals and build a financial plan that aligns with your aspirations. We recognize that trust is the cornerstone of our client relationships, which is why we are committed to transparency, integrity, and professionalism in all our endeavors. Our 96% client retention rate is a testament to the lasting partnerships we build. We are not just a service provider; we are a dedicated ally, committed to making a tangible difference in the financial well-being of our clients and the vitality of the communities we serve. Our goal is to provide peace of mind, knowing that your assets are protected by a team that truly cares.