Investment Advisory Group

Investment Advisory Group is a Financial Planner in Hanover, MA, located at 51 Mill St. The firm provides financial planning services for individuals, families, and small business owners. Their approach involves spending time listening to clients to understand their unique needs, values, and goals before assembling financial strategies.

The team has over 90 years of cumulative financial planning experience. They assist individuals and families with retirement, college, home, or second career planning. For multi-generational families, they offer strategies for gifting and estate planning to help preserve wealth and legacy. They also work with small business owners to help link business goals with personal ones. Managing partner and Chief Compliance Officer Jay Richards is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 35 years of experience. Having worked at a large institutional investment firm, he holds an Individual Insurance Broker's license and registrations including Series 7, 63, and 65. The team also supports the Dana Farber Cancer Institute & Coaching Program and the Boys & Girls Club of America.

The firm is situated on Mill Street in Hanover, Massachusetts, just a short walk from the Emilson YMCA and about a mile from the Pilgrims Highway.

BizScoreAI awards the firm an excellent Performance score of 94 out of 100, which reflects fast website loading that keeps visitors engaged and supports search rankings. The business also achieves a solid Discoverability score of 75 out of 100, ensuring AI crawlers can access every page so the firm can be recommended by AI assistants.