Investmark Advisory Group

Investmark Advisory Group is a financial planner in Shelton, CT. The firm works with individuals, families, and corporations, and its services cover financial, retirement, and business planning, including fiduciary services for retirement plans. For plan sponsors and employers, that work includes fiduciary asset management, selecting investment options suited to employees' goals and risk tolerance, customizing plan design, assessing vendor capabilities, fees, and regulatory compliance, and providing participant education and individualized advice. Investmark also offers strategic asset management designed for automotive dealers' reinsurance companies. The firm holds a rating of 4.30 from the customers who have reviewed it.

The firm has been helping clients for 40 years, built on an approach it describes as client-centered wealth management. Its stated aim is to give direction and meaning to wealth rather than simply helping clients accumulate it, and it emphasizes concierge-level service. Investmark's CEO is Mike Kusick, CFP. Its wealth management roadmap is built around a comprehensive plan and a team steering clients toward their goals, with the intent that clients encounter no surprises in their financial future.

Investmark Advisory Group is located on Enterprise Drive in Shelton, about 0.1 miles from Commerce Drive and the Cascades waterfall, and roughly 0.2 miles from Bridgeport Avenue. The Old Kings Highway Open Space nature preserve is about 0.4 miles away.

The firm's positive rating reflects the customers who have reviewed it, and it has served individuals, families, and corporations across four decades of financial, retirement, and business planning.