Investment Resources Inc

Investment Resources Inc is a Financial Planner in Grants Pass, OR, located at 1454 NW 6th St. The firm holds a 4.50 rating based on customer reviews. Its team has over 150 years of combined experience and provides portfolio management, retirement strategies, cash flow analysis, and financial education. Advisors create investment strategies tailored to client risk tolerance and time horizons. The firm also assists with tax planning, estate planning, and charitable giving.

The team includes Paul Sutherland, President and Financial Advisor, and Patrick Lee, an Enrolled Agent and Licensed Tax Consultant. Amy Hall serves as a Health Insurance Specialist and Mortgage Processor. The firm offers comprehensive insurance services, including home and auto, commercial, life and disability, and health and group benefit plans. They also provide Medicare Supplement, Medicare Part D, and long-term care insurance. As an independent firm, they shop for competitive rates and conduct risk analyses.

Investment Resources Inc supports small business owners and helps clients navigate life transitions. Contact information includes 541-479-2529 and 877-472-1802.

The firm is situated on NW 6th St, just a short walk of about 0.1 miles from Northwest 6th Street. It is located approximately 0.2 miles from Ogle Park and roughly 0.3 miles from Northeast 7th Street.

BizScoreAI awarded the business a Technical score of 83 out of 100, ensuring the website is secure and readable by search engines. A Discoverability score of 75 out of 100 confirms that AI crawlers can access the site, allowing potential clients to find the business through AI assistants. Additionally, the firm ranks number 3 of 5 Financial Planner businesses that BizScoreAI has scored in Grants Pass.