IMA Financial Group Family
RETAIL INSURANCE
Wholesale INSURANCE
WEALTH MANAGEMENT + FINANCIAL & TAX DILIGENCE
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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 protection
solutions
Successful individuals and families have far more at stake than most – you have worked diligently, let IMA Select be your lifestyle protector by providing insightful and custom protection strategies.
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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.
TOP 20
Independent broker
95%
Client retention rate
$8B+
Annual premiums
50years
of employee ownership
2,500+
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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