IMG Financial Group

About IMG Financial Group

Are you driven to make an impact and help others reach their financial goals? Does an entrepreneurial opportunity where you own your own business sound appealing?
If you are looking to launch a new career as a financial advisor, our Financial Advisor Development Program will provide the training and resources to help you build your financial practice.
We're committed to providing support throughout your career. IMG's Advisor Development Program will help you build your practice, acquire new clients and deepen relationships. Our program has five components:
1.A fully integrated client-centric platform that enables you to create a superior client experience.
2.A proven financial planning process plus an extensive suite of products and solutions that gives you choice when meeting clients' needs.
3.Access to sophisticated portfolio wealth management programs to help you meet your client needs and leverage your local market to build your presence.
4.Accessible leadership, mentors and coaches, as well as multiple training resources, to help you leverage best practices and stay relevant to clients.
5.Business management and human resource services to help you run and grow your practice.

Values and Beliefs
•Since 1981, IMG has been providing personalized attention and professional advice and direction to successful families, physicians, and businesses.
•Located near the Galleria, in Houston, Texas, IMG provides unbiased advice in the areas of financial success, including portfolio management, tax and estate planning, business consulting, etc.

•Unlike the traditional approach of one advisor attempting to be everything to the client, we believe in a team-centered approach to our consulting. In a world full of fast paced transactions, we believe slowing down to establish deep understanding of situations is where true value is created. One of the first steps in our process is to listen, then to steward a conversation that reflects your personal story.
•Since our inception, our concern for our clients is the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial plans and what's truly important to them.
If you're interested in learning more about working with an organization where you can create your own future, contact us via email at
IMG Financial Group, Inc.
4550 Post Oak Place Suite 125 Houston, Texas 77027

Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. IMG Financial Group, Inc. is independently owned and operated. TN 1294939, DOFU 9/2015


Financial Intern

June 2019 - August 2019 Houston, TX
“The environment in the office, especially towards the interns, was fantastic. Every single one of the financial advisers that I interacted with on a daily basis was willing to stop their work and talk to me and explain what they were working on for clients. They gave me projects to work on that I was excited about and would actually be useful and practical for me moving forward. They sought out my opinion on a lot of different topics and utilized what I had to say a lot of time. ”
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