IMS Partners

Financial Services • Melbourne, Florida, United States • 1-10 Employees

Company overview

Headquarters	4800 Dairy Rd, Ste 101, Melbourne, Florida 32904, US
Phone number	+13218370741
Website	imspartners.net
NAICS	52
SIC	628
Keywords	Annuities, Retirement Planning, Retirement Management, Hybrid Annuity
Employees	1-10

Key Contact at IMS Partners

Robyn Hatfield

Owner

IMS Partners Email Formats

IMS Partners uses 1 email format. The most common is {first name} (e.g., john@imspartners.net), used 100% of the time.

Format	Example	Percentage
{first name}	john@imspartners.net	100%

About IMS Partners

IMS Partners, Inc. believes in providing our clients with more than just investment choices. We provide full financial planning for your retirement. Our program includes reviewing your investments, discussing your income needs, understanding your future goals, and putting together a plan designed to meet all of your expectations as well as your dreams. We also believe that the perfect estate plan, regardless how large or small the estate, is one that meets your needs while you’re alive, provides for your spouse after your demise, and passes EVERYTHING to your beneficiaries. Services Retirement planning, annuities, fixed indexed, indexed annuities, hybrid annuities, estate planning, tax planning, individual retirement plans, managed money, full service brokerage firm, portfolio management. Customers Served Retirees in all stages of retirement and those who are planning for retirement. Licenses, Certifications, Accreditations Certified Retirement Financial Advisor, Member, National Ethics Bureau, Independent Licensed Insurance Agent, Investment Advisor Representative (Florida). BIO We are a family-owned business. Julie McCarthy Decker and Paul F. McCarthy, III (brother and sister), together with their father, Paul F. McCarthy, have helped numerous people plan a long and successful retirement. We provide full financial planning for your retirement. We review your investments, discuss your income needs, understand your future goals, and put together a plan designed to meet all of your expectations as well as your dreams! We believe that the perfect estate plan, regardless how large or small, is one that meets your needs while you are alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries!

IMS Partners revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding