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Armstrong Advisory Group Inc.

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Overview

10 - 49

Employees

2004

Year Founded

ABOUT ARMSTRONG ADVISORY GROUP INC.

We answer only to YOU

Since 2004, Armstrong Advisory Group has been offering specialized wealth management services to high-net-worth individuals and institutional clients. With over 175 years of collective experience in the finance sector, the team at Armstrong Advisory Group oversees more than $1.1 billion in client investment accounts. Our seasoned investment advisors create portfolios aimed at both preserving and growing wealth while addressing clients' income requirements. We are committed to delivering tailored solutions that cater to each client's unique situation. As independent registered investment advisors, we are responsible for recommending investments that align with our clients' best interests and are appropriate for their needs. This independence allows our advisors to choose from a vast selection of investment options. Armstrong Advisory Group collaborates with a network of top professionals in elder law, accounting, insurance, and mortgage financing. This holistic approach enables clients to access a variety of services to formulate a comprehensive financial plan. ARMSTRONG ADVISORY GROUP, INC. – SEC REGISTERED INVESTMENT ADVISOR The information provided here, including any opinions expressed, is derived from sources considered reliable, though its accuracy or completeness is not guaranteed. This material does not constitute an offer to buy, sell, or hold securities mentioned herein, nor is it a solicitation to do so. All investments carry the risk of potential losses. Armstrong does not provide tax or legal advice, and we recommend consulting with your tax and legal advisors regarding these matters.
LANGUAGES SPOKEN
English
HIGHLIGHTS

10 - 49

Employees

2004

Year Founded

Services
Focus
Industries
Clients
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management

About the Team

OUR STORY
Armstrong was established decades ago by a dedicated group of professionals committed to educating investors and delivering tailored financial solutions. Our seasoned team, boasting over 150 years of combined experience in financial services, prioritizes understanding each client's unique circumstances. We focus on educating clients to navigate the complexities of the financial world, meeting them at their current knowledge level and building from there. As a comprehensive financial advisory firm, Armstrong offers a range of services including financial planning, investment management, retirement planning, succession planning, and tax strategy development, all designed to support and guide clients toward their financial goals.

Locations

Headquarters

144 Gould Street Suite 210

Needham, Massachusetts, United States 02494
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