Marc Smith
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Marc Smith Email & Phone Number

Maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs at I. M. Financial
Location: New City, New York, United States 2 work roles 2 schools
1 work email found @im-financial.com 1 phone found area 914 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@im-financial.com
Direct phone (914) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs
Location
New City, New York, United States
Company size

Who is Marc Smith? Overview

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Quick answer

Marc Smith is listed as Maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs at I. M. Financial, a with 2 employees, based in New City, New York, United States. AeroLeads shows a work email signal at im-financial.com, phone signal with area code 914, and a matched LinkedIn profile for Marc Smith.

Marc Smith previously worked as President at I. M. Financial and Financial Professional at Northeast Planning Corporation. Marc Smith holds Bachelor Of Science In Business from New Paltz.

Company email context

Email format at I. M. Financial

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{first}{last}@im-financial.com
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AeroLeads found 1 current-domain work email signal for Marc Smith. Compare company email patterns before reaching out.

Profile bio

About Marc Smith

/COMPLIANCE:2024-251/

Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Fixed Annuities, and 15 others.

Current workplace

Marc Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

I. M. Financial
I. M. Financial
Maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs
new city, new york, united states
Employees
2
AeroLeads page
2 roles

Marc Smith work experience

A career timeline built from the work history available for this profile.

President

Current

Greater New York City Area

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. I.M. FINANCIAL and NORTHEAST FINANCIAL NETWORK are not an affiliates or subsidiaries of PAS or Guardian. CA Insurance License Number - 2040340, AR Insurance License Number - 9538128. 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.

May 2011 - Present

Financial Professional

Northeast Planning Corporation

New Jersey

May 2007 - May 2011
2 education records

Marc Smith education

FAQ

Frequently asked questions about Marc Smith

Quick answers generated from the profile data available on this page.

What company does Marc Smith work for?

Marc Smith works for I. M. Financial.

What is Marc Smith's role at I. M. Financial?

Marc Smith is listed as Maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs at I. M. Financial.

What is Marc Smith's email address?

AeroLeads has found 1 work email signal at @im-financial.com for Marc Smith at I. M. Financial.

What is Marc Smith's phone number?

AeroLeads has found 1 phone signal(s) with area code 914 for Marc Smith at I. M. Financial.

Where is Marc Smith based?

Marc Smith is based in New City, New York, United States while working with I. M. Financial.

What companies has Marc Smith worked for?

Marc Smith has worked for I. M. Financial and Northeast Planning Corporation.

Who are Marc Smith's colleagues at I. M. Financial?

Marc Smith's colleagues at I. M. Financial include Maddy Pidel and Henry Milano.

How can I contact Marc Smith?

You can use AeroLeads to view verified contact signals for Marc Smith at I. M. Financial, including work email, phone, and LinkedIn data when available.

What schools did Marc Smith attend?

Marc Smith holds Bachelor Of Science In Business from New Paltz.

What skills is Marc Smith known for?

Marc Smith is listed with skills including Retirement Planning, Retirement, Strategic Financial Planning, Fixed Annuities, Investments, Disability Insurance, Estate Planning, and Life Insurance.

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