Business Details
50+ Years
experience
Your Trusted Partner for Insurance & Wealth Management
IMA Of Texas is an integrated financial services company dedicated to protecting client assets through comprehensive insurance and wealth management solutions. Founded on principles of employee ownership, we operate with a unique structure where 100% of employees are owners, fostering an environment of accountability and client-centric service. Our 2,500+ associates leverage decades of collective experience to deliver customized solutions tailored to each client's specific needs. With a 96% client retention rate and $8 billion in annual premiums, we combine industry expertise with a commitment to community impact through the IMA Foundation.Our core values of professionalism, relationships, expertise, balance, results, and equity guide every decision. We specialize in serving diverse industries including agribusiness, construction, healthcare, and technology while maintaining a national presence across multiple states. Our leadership team prioritizes long-term client partnerships over short-term financial gains, ensuring solutions that protect assets and anticipate future challenges.
Services
Business Insurance
Employee Benefits
Wealth Management
Risk Assessment
Retirement Planning
Insurance Brokerage
Claims Management
Policy Analysis
Coverage Optimization
Financial Consulting
Details
- Year established: 1975
Highlights and features
- We operate with 100% employee ownership ensuring client-focused decision making
- Our 96% client retention rate demonstrates consistent service excellence
- We combine 50+ years of industry experience with innovative risk management solutions
- Our associates receive dedicated work hours for community service activities
- We offer specialized insurance solutions for 12+ distinct industry sectors
Services
Business Insurance
Our business insurance solutions protect companies across multiple industries with tailored risk management strategies. We offer comprehensive coverage options including property, liability, and specialized insurance products. Our advisors work closely with clients to identify potential risks and implement protective measures that align with their specific operational needs.
Employee Benefits
We design customized employee benefits packages that help businesses attract and retain top talent. Our offerings include health insurance, retirement plans, and wellness programs tailored to each organization's unique requirements. Our team stays current with regulatory changes to ensure compliance while optimizing benefits strategies for both employers and employees.
Wealth Management
Our wealth management services provide personalized financial strategies for individuals and families. We offer investment advisory, estate planning, and retirement income strategies delivered by certified financial professionals. Our approach focuses on long-term financial security through diversified portfolio management and comprehensive planning solutions.
Risk Assessment
We conduct thorough risk assessments to identify potential threats to business operations and personal assets. Our specialists evaluate industry-specific vulnerabilities and develop mitigation strategies tailored to each client's circumstances. This proactive approach helps prevent losses through customized insurance solutions and risk management protocols.
Retirement Planning
Our retirement planning services help individuals and businesses prepare for long-term financial security. We offer 401(k) plans, pension solutions, and individual retirement accounts with personalized investment strategies. Our advisors provide ongoing portfolio management and adjustments to ensure clients meet their retirement goals.
Questions
What industries does IMA Financial Group specialize in?
We serve 12+ industries including agribusiness, construction, healthcare, technology, energy, and financial institutions with tailored insurance solutions.
How does employee ownership benefit clients?
Our 100% employee ownership structure aligns associate incentives with client satisfaction, fostering greater accountability and personalized service delivery.
What types of insurance products are available?
We offer business insurance, employee benefits, personal lines insurance, specialty coverage, and wholesale insurance products through our nationwide network.
How does IMA approach risk management?
We combine data analytics with industry expertise to identify risks and implement customized protection strategies that evolve with changing business environments.
What community initiatives does IMA support?
Through the IMA Foundation, we support local nonprofits and allocate work hours for employee volunteer activities across our service areas.
How can I find an IMA office near me?
We have offices in 21 states with local teams providing in-person support. Visit our website's locations page to find the nearest office.
