We are Ann Arbor’s retirement income and wealth perseveration advisory firm. What makes us different? Our first responsibility is to thoroughly understand your life accomplishments, your current goals, values, and retirement dreams. Only after listening to your unique situation, will we offer the financial guidance, judgment and specific recommendations you need to help you achieve and maintain your financial independence and sense of security. We can help you to maximize your retirement income whether from your pension, social security, or investments. We will help to grow, protect and preserve your wealth. Then, when it comes to distributing your assets while you are alive, and after you pass away in your estate plan, we are able provide the tools and guidance to do so in the most tax efficient manner.Our clients are just like you: individuals and families that have worked hard during their lifetime for their money and who appreciate personalized service in the retirement planning and implementation process. Our clients appreciate our income and investment strategies which are based on:•Safety of Principal•Reasonable Rates of Return•Dependable Income Streams •Actively Managed Portfolios•Keeping Things Simple•No SurprisesYou, like many of our clients, have worked hard for your money. You deserve to feel secure in your retirement years and sleep well at night. Let us work just as hard to protect your financial house. Call our office to learn more about how our company can help you to live your retirement dreams and enjoy life.
View Top Employees from Imber Wealth Advisors, Inc.Website | http://www.imberwealth.com |
Revenue | $3 million |
Employees | 9 (9 on RocketReach) |
Founded | 2004 |
Address | 955 W Eisenhower Circle Suite A, Ann Arbor, Michigan 48103, US |
Phone | (734) 769-1719 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Murray Financial Group Inc, Spiehs Wealth Management Inc, Statler Financial Services Inc, Wealth Innovations LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Imber Wealth Advisors, Inc. employee's phone or email?
The Imber Wealth Advisors, Inc. annual revenue was $3 million in 2024.
Jonathan Imber is the CEO of Imber Wealth Advisors, Inc..
9 people are employed at Imber Wealth Advisors, Inc..
Imber Wealth Advisors, Inc. is based in Ann Arbor, Michigan.
The NAICS codes for Imber Wealth Advisors, Inc. are [52393, 5239, 52, 523].
The SIC codes for Imber Wealth Advisors, Inc. are [628, 62].