Independent Capital Management, Inc.

based on 5 reviews

Founded in 1988, ICM was formed with the philosophy of providing independent financial advice to individuals, families and businesses throughout the country.

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About Independent Capital Management, Inc.

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.

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Proud member since 04/19/2017

This company is a Member of Business Consumer Alliance.

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Customer Reviews & Ratings

5 recent reviews Ratings Breakdown
  • 1 Review
    0 Answers

    Genie showed me budgeting doesn't mean I have to suffer.

    Posted on 5/18/2017

    I have had the pleasure to know Genie Lebay-Short for about two years now. We first met when I was in a class at my childhood church and Genie was one of the coordinators. Her knowledge of financial protocol and her transparency were attributes that made me consider having her help me to get out of financial debt.

    Since choosing her as my financial advisor, Genie has helped me to set up a retirement account and revive my old accounts by making financial moves that I would not have known to do by myself. I have had previous financial advisors who after our initial meeting I never heard from again, but Genie is different. She will contact you when she hasn't heard from you just to check in. While she allows me to have my space, she always reminds me that she is there to help me make the best financial decisions for myself.

    I appreciate what she has done for me and how she has shown me that budgeting doesn't mean that I have to suffer. Some things may have to wait, but she still finds areas in my budget where I can enjoy my life. Genie has a true heart for helping people and it shows in her daily practice.

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  • 1 Review
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    I give ICM five stars! Tess Paje is patient and explains everything.

    Posted on 5/11/2017

    I give ICM five stars! Tess Paje is patient and explains everything. I need to know about where my money is going and what it will be doing. I always told her, please put my money where you put yours!

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    5 star rating! Thank you for all you do!

    Posted on 4/28/2017

    I met Genie in 2013 about 6 months prior to my retirement from the military. I have always known how to earn, save and spend money, but when it came to financial planning, I was a fish out of water. After meeting Genie (through a referral) and having an intense conversation about my finances, I took on a different perspective about how my money was supposed to work for me. I can say without hesitation or regret that I am extremely pleased with the decision I made. Genie has an undeniably addicting personality while maintaining the utmost professionalism ensuring my need to obtain financial success was and is a priority. I never felt uncomfortable asking questions or expressing my opinion, because she was always engaging and took the liberty to explain everything thoroughly. It was a blessing to have someone who was professionally qualified with so much experience with investments at my fingertips. I will definitely continue to rave about Genie’s services and I have no hesitation in recommending her to anyone in need. I, myself, look forward to my continued relationship with her since she continues to guide me in the right direction.” – 5 star rating! Thank you for all you do!

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    We have recommended many of our friends and family to work with Genie.

    Posted on 4/25/2017

    My husband and I have been working with Genie for three years now. When we first met Genie, we were very much in debt and did not have a financial plan for our future, we did not even have a financial plan for our day to day living. Working with Genie helped us to make a plan and prioritize all of the needs that we had, debt, building an emergency budget, retirement, saving for our children’s college fund, and start a savings plan to buy a house.

    We are now at the point where we have been able to get rid of our debt, we set up life insurance, college funds, emergency savings, and learned how to budget month by month. It has been a blessing to have Genie come into our lives when she did. She is very knowledgeable in the financial world and has taught us how to be financially responsible and secure. We have recommended many of our friends and family to work with Genie and will continue to work with her and learn from her for as long as she is around!

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  • 1 Review
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    I would highly recommend Genie and give her 5*****'s for her service and dedication.

    Posted on 4/21/2017

    I have been a client of Genie LeBay-Short, my Financial Advisor with Independent Management, Inc., since 2008. My daughter recommended her when I realized my current financial advisor was not working for my benefit.

    Genie helped me get back on track with my finances and set me up with a 5 year plan for retirement in 2012, which allowed me to have a monthly income besides my Social Security. She also advised me to get my Will and Trust updated and recently set me up with a Long Term Care policy. She is always keeping me updated on my accounts and any changes she feels will benefit me.

    I would highly recommend Genie and give her 5*****'s for her service and dedication to me over the years.

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