Imagine Financial

Financial Services • 130 S. Main St., Suite 200, United States • 1-10 Employees

Company overview

Headquarters	130 S. Main St., Suite 200, South Bend, IN 46601, US
Website	imaginefinancial.net
NAICS	52
Employees	1-10
Socials

Key Contacts at Imagine Financial

Greg Wolfe

Chief Executive Officer

Chelsey Wolfe

Business Owner

About Imagine Financial

At Imagine Financial, we believe in protecting what matters most. We help families, individuals, and business owners secure their financial futures through tailored life insurance, mortgage protection, and tax-saving strategies. Our mission is simple: to make financial security accessible, understandable, and achievable. Whether you're building a legacy, safeguarding your home, or looking for ways to maximize your business cash flow, we’re here to guide you every step of the way. We specialize in: Life Insurance Solutions Mortgage Protection Retirement Planning Employee Benefit Strategies Business Tax-Saving Programs More than just policies and plans, we offer personalized strategies that fit your unique goals. We’re proud to serve our community and partner with clients to help them build a future they can count on. Let’s imagine what’s possible—together.

Imagine Financial revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding