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Our Mission

Our Mission is to provide each client with the knowledge, assistance, and superior service to pursue their financial and life goals through an individualized and comprehensive financial planning process. Read more…

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Contact Info

  Phone: 302-654-5449
  Toll Free: 888-654-5449
 
Fax: 302-654-7477
  E-mail: hr@imandp.com

Investment Management & Planning, LLC

Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Investment Management & Planning, LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AZ, CA, CT, DE, FL, IN, MA, MD, MS, NC, NJ, NY, PA, SC, TX, VA

Montchanin Corporate Center
20 Montchanin Road, Suite 270
Greenville, Delaware 19807
Phone: 302-654-5449
Toll Free: 888-654-5449
Fax: 302-654-7477
E-mail: hr@imandp.com
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