Ims Partners, Inc.

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Description

  • IMS Partners, Inc. believes in providing our clients with more than just investment choices. We provide full financial planning for your retirement. Our program includes reviewing your investments, discussing your income needs, understanding your future goals, and putting together a plan designed to meet all of your expectations as well as your dreams. We also believe that the perfect estate plan, regardless how large or small the estate, is one that meets your needs while youre alive, provides for your spouse after your demise, and passes EVERYTHING to your beneficiaries. Services Retirement planning, annuities, fixed indexed, indexed annuities, hybrid annuities, estate planning, tax planning, individual retirement plans, managed money, full service brokerage firm, portfolio management. Customers Served Retirees in all stages of retirement and those who are planning for retirement. Licenses, Certifications, Accreditations Certified Retirement Financial Advisor, Member, National Ethics Bureau, Independent Licensed Insurance Agent, Investment Advisor Representative (Florida). BIO We are a family-owned business. Julie McCarthy Decker and Paul F. McCarthy, III (brother and sister), together with their father, Paul F. McCarthy, have helped numerous people plan a long and successful retirement. We provide full financial planning for your retirement. We review your investments, discuss your income needs, understand your future goals, and put together a plan designed to meet all of your expectations as well as your dreams! We believe that the perfect estate plan, regardless how large or small, is one that meets your needs while you are alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries!
  • location

    Headquarters:4800 Dairy Road Suite 101, Melbourne, Florida, United States

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  • Ims Partners, Inc. phone

    Phone Number: +1 321-837-0742

  • Ims Partners, Inc. website

    Website: https://www.imspartners.net

  • Ims Partners, Inc. employees

    Employees:6

  • Ims Partners, Inc. revenue

    Revenue:$1 - 10M

  • Ims Partners, Inc. legal name

    Legal Name:Ims Partners, Inc.

  • Ims Partners, Inc.'s Social Media

    Ims Partners, Inc. linkedin Ims Partners, Inc. twitter
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  • |  NAICS Code: 523930  |

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Account Manager for Ims Partners, Inc.

Sabrina Thomas

Account Manager

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Sabrina Thomas

Account Manager

Frequently Asked Questions regarding Ims Partners, Inc.

  • Where are Ims Partners, Inc.'s Headquarters?

    Ims Partners, Inc.'s Headquarters are in 4800 Dairy Road Suite 101,Melbourne,Florida,United States

  • What is Ims Partners, Inc.'s phone number?

    Ims Partners, Inc.'s phone number is +1 321-837-0742

  • What is Ims Partners, Inc.'s official website?

    Ims Partners, Inc.'s official website is https://www.imspartners.net

  • What is Ims Partners, Inc.'s Revenue?

    Ims Partners, Inc.'s revenue is $1 - 10M

  • What is Ims Partners, Inc.'s NAICS code?

    Ims Partners, Inc.'s NAICS code is 523930

  • How many employees are working in Ims Partners, Inc.

    Ims Partners, Inc. has 6 employees

  • What is Ims Partners, Inc.'s Industry?

    Ims Partners, Inc. is in the industry of Financial Services

  • Who is Ims Partners, Inc.'s Account Manager?

    Ims Partners, Inc.'s Account Manager is Sabrina Thomas

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