ICM Financial - A West Covina Financial Advisor - West Covina, California
Address: 100 North Barranca St Ste#810, West Covina, CA 91791, United States.
Phone: 6269661426.
Website: icmfinancial.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of ICM Financial - A West Covina Financial Advisor
ICM Financial - A Trusted West Covina Financial Advisor
ICM Financial is a reputable financial advisor based in West Covina, California. With a focus on comprehensive financial planning, they are dedicated to helping individuals and families make informed decisions about their financial future. ICM Financial's office is located at 100 North Barranca St Ste#810, West Covina, CA 91791, United States. You can contact them via phone at 6269661426 or visit their website at icmfinancial.com for more information.
Specialties and Services
As a financial planner, ICM Financial offers a range of services tailored to meet the unique needs of each client. These services include:
1. Retirement planning: ICM Financial helps clients create a customized retirement plan that takes into account their financial goals, risk tolerance, and expected retirement income.
2. Investment management: ICM Financial's team of experienced investment professionals manages clients' portfolios to maximize returns and minimize risk.
3. Estate planning: ICM Financial helps clients develop a comprehensive estate plan that ensures their assets are distributed according to their wishes.
4. Insurance planning: ICM Financial offers insurance solutions to protect clients' assets and provide peace of mind.
5. Tax planning: ICM Financial works with clients to develop a tax-efficient investment strategy that minimizes their tax liability.
Accessibility and Convenience
ICM Financial's office is fully wheelchair-accessible, with designated parking spaces, entrances, and restrooms. Appointments are recommended to ensure that clients receive the personalized attention they deserve.
Client Reviews and Reputation
ICM Financial has received zero reviews on Google My Business, making it difficult to gauge their overall reputation based on client feedback. However, their focus on financial planning and investment management suggests that they are committed to helping clients achieve their financial goals.
Expertise and Credentials
ICM Financial's team of financial advisors holds various certifications and licenses, including the Certified Financial Planner (CFP) designation. This demonstrates their commitment to upholding the highest standards of professionalism and ethics in the industry.
Recommendation
If you're looking for a trusted financial advisor in West Covina, ICM Financial is an excellent choice. Their focus on financial planning and investment management, combined with their commitment to accessibility and convenience, make them an ideal partner for individuals and families seeking to secure their financial future. To learn more about ICM Financial and their services, visit their website at icmfinancial.com or contact them directly at 6269661426 to schedule an appointment.