With a national reach and deep local roots, Imagent offers a fresh and innovative approach to financial services, with personalized local service. Our professionals take a “Real Life” approach to planning.
Imagent works with a team of highly qualified professionals who take a client-centric approach to planning. Education and professional development are at the heart of our ongoing quest to assure our agents are equipped to address the myriad needs of clients in an ever-changing financial and regulatory environment.
Imagent’s team of professionals includes a diverse group of insurance agents, broker/dealer registered representatives, and investment advisor representatives. These highly qualified individuals represent a broad array of financial products and services.
Many of our professionals are also Real Life Management® financial coaches, bringing a unique dynamic that helps our clients make wise money choices and plan for a better financial destiny.
©2011-Present Imagent Advisory and Insurance Services, LLC, CA Only, dba: Imagent Insurance Services, LLC, All Rights Reserved
Home Office: 925 Lakeville Street, Suite 228, Petaluma, CA 94954, Phone: 800 211 5642, imagentllc.com
CA Insurance License No. OH5590, AR Insurance License No. 416221, TX Insurance License No. 1799146, FL Insurance License No. L0083620
Investment Advisory Services offered through OnPointe Advisory and Financial Services, LLC, 2090 Marina Ave., Petaluma, CA 94954, 800 395 0045, OnPointeAdvisory.net. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
OnPointe Advisory and Financial Services, LLC is not affiliated with Imagent Advisory and Insurance Services, LLC.
Disclosure: (1) Content is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. (2) Products and services in these Web pages are not offered to residents of certain states where Imagent Advisory and Insurance Services, LLC, and OnPointe Advisory and Financial Services, LLC are not properly licensed. It is not intended for solicitation of insurance products, trading purposes or as investment advice. (3) Imagent Advisory and Insurance Services, LLC and OnPointe Advisory and Financial Services, LLC are no affiliated or employed by the federal or state government, public assistance program, Social Security Administration or any government or regulatory agency.