Investment Management & Planning LLC is a reputable investment advisory firm based in Greenville, DE. With over 220 individual clients and a staggering $185,664,000 in assets under management, they are committed to helping their clients achieve their financial goals. The firm operates from two offices, offering convenient accessibility to their diverse clientele. In addition to their investment advisory services, Investment Management & Planning LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' financial interests. While they manage a variety of accounts, i...