Zak Smith Email & Phone Number

At I. M. Financial, our mission is to educate individuals, families, and business owners on the truths and myths of financial success. While shining light on proven strategies, we design custom financial blueprints which elevate our clients’ present and future. These custom designs provide our clients the opportunity to plan with clarity and purpose. Educating our clients on more than mere numbers, we discuss behavioral finance, core values, and how to position ourselves inside environments of success. Rather than following the masses and mainstream financial management, we illuminate a path for our clients with an academic approach so they can make decisions from a position of strength.In my spare time, I enjoy being with my family, continuous learning, playing sports, traveling, chess, and reading. I consistently play basketball, golf, and pickleball, while I also enjoy running, yoga, and going to the gym. Surrounding myself with areas of passion as frequently as possible creates a daily environment of gratitude, satisfaction, and unmatched motivation. I do my best to live my life through my favorite quote, “Be the change you wish to see in the world”.If you are interested in learning more about me and/or my company, please feel free to contact me at ZakSmith@im-financial.com or call my office at 914.603.8325. Have a great day!/COMPLIANCE:2024-2490/

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  Ceo

  I. M. Financial

  May 2011 - Present - Ridgefield, Connecticut, Us

  As CEO of a forward-thinking financial services firm, I have the distinct honor of leading a group of highly talented professionals and specialists in the complex world of business and personal financial strategies. With our educational approach, we are consistently inspired to meet with clients, speak at events, write articles, and record podcasts for the purpose of empowering those inclined to take action. We take pride in exposing those in our network with an alternative approach to financial success starting with mindset, structure, and a better understanding of the mechanics of finance.Izak Smith is a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. I.M. FINANCIAL is not an affiliate or subsidiary of Guardian. AR Insurance License Number - 16303838, CA Insurance License Number - 4108463. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

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  Suny New Paltz