Armstrong Advisory Group: Company Research Report

Company Overview

Name and Mission of the Company

Name: Armstrong Advisory Group

Mission: Armstrong Advisory Group is committed to providing education and customized financial solutions to investors, with a focus on developing unique, comprehensive investment portfolios to preserve wealth and meet income needs.

Founding Details

Founded: Armstrong's story began decades ago as a collaboration of professionals, but its formal registration as an independent investment adviser took place in June 2022.

Founders: No information is available.

Key People

Michael Armstrong: President

Brendan Hayes: Managing Partner, Financial Advisor

Susan Powers: Managing Partner, Financial Advisor

Chuck Zodda: Managing Partner, Chief Investment Officer

Scott Wilson, CRPC®: Partner, Financial Advisor, Chief Compliance Officer

Leonid Berline: Chief Compliance Officer

Headquarters

Location: 144 Gould Street, Suite 210, Needham, MA 02494

Employees

The company mentions having team members with more than 150 years of combined experience, but the exact number of employees is not provided.

Revenue

No information is available.

Known For

Armstrong Advisory Group is known for its client-centered approach, providing full-service financial advisory, including financial planning, investment management, retirement planning, succession planning, and tax strategies.

Products

Financial Services Offered

1. Investment Management: Customized strategies considering the client's entire financial picture.
2. Financial Planning: Idea-focused planning to help clients achieve their goals.
3. Tax Strategies: Maximizing net worth through tax-efficient investment strategies.
4. Retirement Planning: Identification of income needs over time, accounting for life events.
5. Succession Planning: Preparing for the transfer of wealth and responsibilities.

Key Features

Customization: Tailored financial plans that adapt as clients' circumstances evolve.

Comprehensive Solutions: Full-service offerings integrating various aspects of financial management.

Customer Care: Emphasis on personalized service and direct client interaction.

Recent Developments

New Products and Features

No specific information on new products or features.

Partnerships and Collaborations

Insurance Partnership: Armstrong Advisory Group is affiliated with Armstrong Insurance Group, Inc., offering insurance products and services. Representatives may earn commission-based compensation, indicating a financial incentive structure.