IAM Financial
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
PO Box 199, East Lansing, Michigan, 4882...Phone Number
(888) 283-1392Website
www.iam-financial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About IAM Financial
IAM Financial LLC is a fee-only, fiduciary Certified Financial Planner and registered investment advisory firm based in East Lansing and Grand Rapids, serving clients across the country. The firm specializes in comprehensive financial planning, investment management, and tax filing, primarily targeting self-employed business owners and professionals who seek to organize their finances for timely retirement. IAM Financial emphasizes a transparent fee structure with no hidden fees, ensuring that clients' interests are prioritized. With over 25 years of experience, the firm provides holistic financial strategies to help clients maximize their wealth and achieve financial independence.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
IAM Financial
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
IAM Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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IAM Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IAM Financial.
IAM Financial Tech Stack
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IAM Financial LLC is a fee-only, fiduciary Certified Financial Planner and registered investment advisory firm based in East Lansing and Grand Rapids, serving clients across the country. The firm specializes in comprehensive financial planning, investment management, and tax filing, primarily targeting self-employed business owners and professional... Read More
