Brag about yourself - what makes you great at what you do?
As an independent full-service financial consulting and management firm, we are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it effectively guides clients through even the most complex financial situations. We recommend only those products and services that can be tailored to suit our clients' unique needs.
I provide my clients with various types of insurance, securities, estate planning and real estate services. Our clientele include families, pre-retirees, businesses, as well as young professionals.
Please feel to contact me at email@example.com or 626-441-1426
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Business Owners, Families, Individuals
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