How I can help you

For the last 37 years I have been a partner in a financial planning firm and have done personal financial planning, investment planning and portfolio management, employee benefit planning, and retirement planning. Being an owner of a small business for over 40 years has had me wearing many hats. I handled the IT for our business, maintaining the network and day to equipment problems as well as equipment purchasing. I was also the marketing director of our firm and handled all of our advertising and public relations. I feel that my customer relations and small business ownership experience could be helpful to someone starting a business or someone that needed help with an existing business. Also my experience as a financial planner could help my Score clients with employee benefits, budgeting, risk management and retirement plans for themselves or their employees.

Areas of Expertise

  • Business Plans / Startup Assistance
  • Marketing, Public Relations & Sales
  • Operations
  • Technology

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services
  • Retail Trade

Richard M Imbrey

Communication Methods

  • In Person