IM Financial

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Do you have a financial advisor that you love?
December 2022
I love my advisor and his firm. It’s called IM Financial. I actually work with the two brothers that run it, Izak and Marc Smith (phone: 914.603.8325, email: izaksmith@im-financial.com). They have set up my wife and I with everything we have needed to be successful in our financial world. They use strategies to help you take advantage of the financial system vs the system taking advantage of you. We just had our first daughter and are protected where we need to be protected and are investing in ways to set her up for a brighter future. They also support us in managing our cash flow so that we separate out our spending and earnings. This has allowed us to be make great investments, donations to organizations we care about, and take great vacations by better managing the money that we have come in. I could not more highly recommend them!