Independent Capital Management

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1401 Dove Street Suite 430 Newport Beach, California 92660
(949) 453-7660
 
 

About

Founded in 1988, ICM was formed with the philosophy of providing independent financial advice to individuals, families and businesses throughout the country. We are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it guides clients through even the most complex financial situations. Our Mortgage team will give you the individual attention that you expect and deserve and treat you with the respect due a valued customer. We understand you're making a commitment in purchasing a home, refinancing a mortgage, or tapping into your home equity. Our promise to you is: we will assist you to qualify, apply, and be approved for the ideal loan.

ICM works with clients to implement goal-based planning solutions to help you increase your net worth through consistent savings, debt management, risk mitigation, tax efficiency and comprehensive wealth management strategies. We work with a wide spectrum of clients in various stages of financial planning. Whether you are just starting to save and create wealth through budgeting, saving, and debt reduction, or if you have established a plan that needs to be enhanced through professional management to mitigate taxes and preserve your wealth, our team has professionals who can help you.

Retirement Planning
Insurance Protection
Real Estate & Mortgage
College Savings
Estate Planning

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Business Features

TAGS:

  • Advanced Estate Planning, Business Owners and Self-Employed Individuals Plan, Business Protection and Succession Planning, Business Retirement Plans, Cash Value Life Insurance, College Planning, College Savings, Financial Consultant & Financial Advisor Jobs, Insurance Protection, Real Estate & Mortgage, Retirement Income Planning, Retirement Planning, Wealth Accumulation and Management, Wealth Distribution and Income Planning Los Angeles, Wealth Transfer and Estate Planning
 
Information

CONTACT INFORMATION

Phone: (949) 453-7660

Email: corp@icmfinancial.com

Website: icmfinancial.com

Twitter: ICMDrew

Facebook: www.facebook.com/IndependentCapitalManagement

ADDITIONAL INFORMATION:

Special Offer: Careers in Financial Services - Life Insurance

Videos: www.youtube.com/watch?v=IsrCBiCaCzg

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HOURS OF OPERATION

MONDAY: 8:30AM - 5:30PM

TUESDAY: 8:30AM - 5:30PM

WEDNESDAY: 8:30AM - 5:30PM

THURSDAY: 8:30AM - 5:30PM

FRIDAY: 8:30AM - 5:30PM

SATURDAY: CLOSED.

SUNDAY: CLOSED.

 
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