Imagine Wealth Group

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

9 Grove St Ste B, Ridgefield, Connecticu...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
1

About Imagine Wealth Group

Imagine Wealth Group, LLC specializes in retirement planning, income planning, and investment strategies for business owners, professionals, and executives. With over 100 years of collective experience, their team aims to alleviate clients' fears about retirement by providing tailored financial plans that ensure clients do not outlive their retirement funds. They offer a variety of services including tax strategies, legacy planning, and wealth management, all designed to help clients achieve their financial goals. Additionally, they conduct complimentary educational workshops to empower individuals nearing retirement or already retired with the knowledge needed for a secure financial future.Explore more
Popular SearchesImagine Wealth Group LLCImagine Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Imagine Wealth Group

<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2017
NI
Natalie IrizarryDirector of Impressions
<$5M
1-10
Private
-
-
CF
Carletta ForneyDirector, Client Financial Education
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
1991
VS
Valaise SmithSenior Tax Accountant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Imagine Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Imagine Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Imagine Wealth Group.

Imagine Wealth Group Tech Stack

A closer look at the technologies used by Imagine Wealth Group

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Frequently Asked Questions Regarding Imagine Wealth Group

What is Imagine Wealth Group's official website?
Imagine Wealth Group's official website is www.imaginewealthgroup.com
What is Imagine Wealth Group's Revenue?
Imagine Wealth Group's revenue is <$5 Million
What is Imagine Wealth Group's SIC code?
Imagine Wealth Group's SIC: 62,628
What is Imagine Wealth Group's NAICS code?
Imagine Wealth Group's NAICS: 52,523
How many employees does Imagine Wealth Group have?
Imagine Wealth Group has 1-10 employees
What industry does Imagine Wealth Group belong to?
Imagine Wealth Group is in the industry of: Finance, Securities Trading
What is Imagine Wealth Group competition?
Imagine Wealth Group top competitors include: Mainstream Financial Group, Clarifying Solutions, JB Financial Resources, Accrue Wealth Designs
What technology does Imagine Wealth Group use?
Some of the popular technologies that Imagine Wealth Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
What does Imagine Wealth Group do?

Imagine Wealth Group, LLC specializes in retirement planning, income planning, and investment strategies for business owners, professionals, and executives. With over 100 years of collective experience, their team aims to alleviate clients' fears about retirement by providing tailored financial plans that ensure clients do not outlive their retirem... ent funds. They offer a variety of services including tax strategies, legacy planning, and wealth management, all designed to help clients achieve their financial goals. Additionally, they conduct complimentary educational workshops to empower individuals nearing retirement or already retired with the knowledge needed for a secure financial future.Read More

Is Imagine Wealth Group a public company?
Imagine Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Imagine Wealth Group

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