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Company Profile 

Financial & Investment Management Advisors, Inc. is an independent fee-based financial planning and investment advisory firm.  F&IMA is registered as an Investment Advisor with the Securities Exchange Commission and the State of Louisiana, under the Investment Advisors Act of 1940 and the Investment Advisers Supervision Coordination Act.    

Firm History

Financial & Investment Management Advisors, Inc. (FIM Advisors), was incorporated under the laws of the State of Louisiana, on April 20, 1994, to act as a successor Registered Investment Advisor to and assume the investment advisory business of Northlake Financial Advisors established on February 21, 1985.

FIM Advisors was established as an independent Registered Investment Advisor to extend objective financial services including financial planning, asset management, retirement planning, estate planning and business consulting services to individuals, corporations and institutions on a fee basis without any requirement that they purchase financial products.  The Financial Advisors associated with FIM Advisors continue their tradition of providing objective financial advice that has rewarded us, as well as the clients we serve, very well.

The company's strong growth has been fueled by the quality of its outstanding professional financial advisors and their dedication to meeting each client's personal and unique planning needs.

Our Mission

Is to help make a significant difference in your ability to achieve and maintain your goals, dreams and objectives. 

Who Are Our Clients?

Individuals desiring an independent objective advisor and who want to be dealt with honestly and fairly.  Our clients interests always come first!  Busy individuals, professionals, companies and institutions that want to save time and money and avoid costly mistakes.  Individuals who don’t have the time, nor the inclination to become a financial expert, but want to work with one.

Why do business with F&IMA, Inc.?

bulletWe are committed to placing your needs first
bulletRealization of your dreams is our #1 goal
bulletWe help solve problems with innovative solutions
bulletExtensive resources and expert advice
bulletWe fully disclose all costs and charges, upfront
bulletWe are a personalized full service firm
bulletWe are independent, we work for you!!

Our Advisors are committed to helping make a significant difference in your ability to achieve financial goals, dreams and objectives. 

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Contact Information

Telephone
(985) 893-1440
(800) 256-5221 (toll free)
 
FAX
(985) 893-1450
 
Physical Address
72108 Ramos Ave., Suite D, Covington, LA 70433
 
Postal Address
P.O. Box 1723, Covington, LA  70434-1723
 
Electronic Mail
General Information: sbordelon@fimadvisors.com
Customer Support: sbordelon@fimadvisors.com
Webmaster: webmaster@fimadvisors.com

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Send mail to webmaster@fimadvisors.com with questions or comments about this web site.
Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org.  Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2008 Financial & Investment Management Advisors, Inc.
Last modified: June 17, 2008