IMA Financial Group

IMA Financial Group Family

RETAIL INSURANCE

Protecting your business, your employees, and your personal assets with tailored solutions designed specifically for your situation.

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Business
Insurance
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Employee
Benefits
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Personal Lines
Insurance
Wholesale INSURANCE

Delivering unique solutions to help insurance brokers meet the needs of their most complex clients.

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Customized Programs
(MGA/MGU)
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Specialized Insurance Coverage
(Wholesale Brokerage)
INVESTMENT ADVISORY + FINANCIAL DILIGENCE

Helping individuals and institutions with comprehensive financial planning, investment management, and transaction support.

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Wealth
Management
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Retirement Plan
Solutions
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INSTITUTIONAL INVESTMENT
ADVISORY
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Transaction & Lender
Services
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YOUR ADVOCATE

IMA Benefits. From
attraction to retention.

Employee Benefits, the moments in-between day one and retirement, our purpose is built around you.

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Retirement Benefits
Matter

We help you design and manage a plan that sets your employees up for retirement success and reduces your legal and regulatory risk.

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Institutional Investment Advisory

We’re built to fully support investing strategy and implementation for foundations, endowments, nonprofits, and mission-driven families.

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Financial Due
Diligence

Lender, Buy/Sell Side Diligence. Helping private equity firms, acquisitive companies, and lenders make informed decisions based on specialized Quality of Earnings analysis and lender diligence.

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Personal Financial
Management

Helping individuals and families achieve their goals by working with them to analyze and manage their complete financial picture.

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Personal Lines
Insurance

We serve individuals and families whose lifestyles and assets require thoughtful, customized protection. From homes and passions to treasured collections, we deliver bespoke solutions that protect what matters most today and for generations to come.

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WHO WE SERVE

A resourceful partnership
for every industry.

We partner with industries across multiple sectors to provide top-tier options and service. Here’s what you need to know.

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Specialty Wholesale
Insurance

We are your specialty wholesale insurance broker helping you manage construction, energy, environmental, property & other specialty risks.

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MGA, MGU Operation
Management

Specializing in providing commercial property and casualty alternative risk solutions for specialty niche programs nationwide.

Protecting assets is what we do.

We are proud to be employee-owned. That means our 2,500+ associates start with an owner’s mindset to provide customized solutions for each clients’ unique needs.

Independent broker

Client retention rate

Annual premiums

of employee ownership

Associates nationwide

Get-things-done’ers. Make-it-happen’ers.
See-it-through’ers.

At IMA, we put our money—and our muscle—where our mouth is: impacting the communities in which we live. Join a team where making a difference is who we are.

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