ICM Financial - A Camarillo Ventura County Financial Advisor Firm

Informations générales

Founded in 1988, ICM was formed with the philosophy of providing independent financial advice to individuals, families and businesses throughout the country. 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 guides clients through even the most complex financial situations. Our Mortgage team will give you the individual attention that you expect and deserve and treat you with the respect due a valued customer. We understand you're making a commitment in purchasing a home, refinancing a mortgage, or tapping into your home equity. Our promise to you is: we will assist you to qualify, apply, and be approved for the ideal loan.

ICM works with clients to implement goal-based planning solutions to help you increase your net worth through consistent savings, debt management, risk mitigation, tax efficiency and comprehensive wealth management strategies. We work with a wide spectrum of clients in various stages of financial planning. Whether you are just starting to save and create wealth through budgeting, saving, and debt reduction, or if you have established a plan that needs to be enhanced through professional management to mitigate taxes and preserve your wealth, our team has professionals who can help you.

Retirement Planning
Insurance Protection
Real Estate & Mortgage
College Savings
Estate Planning