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.
ICM Lending was created to provide unbiased mortgage analysis and competitive solutions for our clients' real estate needs. History has shown that home ownership can potentially assist in financial security, tax advantages, and long term wealth accumulation.

 

 

We appreciate and rely on the resources that come with being part of one of the largest networks of independent advisors in America. SagePoint Financial is part of the Advisor Group whose strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet the next generation of challenges and opportunities. The Advisor Group manages $146.7 Billion in assets for clients and has annual gross revenue of $1.3 Billion. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
The estate planning attorneys at Citadel Law Corporation are dedicated to providing top notch legal representation in all matters related to probate services and family law to residents around the California region. Our experienced legal team assists their clients throughout Los Angeles County, Orange County, Ventura County, San Diego County, San Francisco, and a variety of other locations throughout the state. You and your family can create the perfect estate plan while working with a team of dedicated attorneys at Citadel Law Corporation. Rest assured that you and your loved ones will be protected for many years ahead if you decide to work with our team.