Our advisors will help you clarify and prioritize your goals. We then develop wealth management strategies to coordinate all the financial aspects of your life to help you pursue those goals in a disciplined, efficient manner.
While we do offer specific services including investment management, retirement planning, long term care and life insurance, and tax management, we believe your best results come from understanding them as part of a holistic "wealth management" strategy that can create additional opportunities and leverage greater efficiencies.
While we do offer specific services including investment management, retirement planning, long term care and life insurance, and tax management, we believe your best results come from understanding them as part of a holistic "wealth management" strategy that can create additional opportunities and leverage greater efficiencies.
Services
The security of your personal financial is of paramount concern to us. For step by step guide to logging in with MFA, you can also watch this video. Our state-of-the-art Investor360° system gives you secure access to your account information anytime, anywhere. Registered users can also use Investor360 to sign up to for paperless delivery of statements for accounts held at Commonwealth.
Financial Planning is at the core of our wealth management process and our CERTIFIED FINANCIAL PLANNER professionals Michael C. Kusick, CFP, Nicholas T. Christie, CFP and Robert P. Iannazzo, CFP work closely with their Investmark colleagues to provide all of our clients with state of the art financial planning and advice.
In many cases, insurance plays an important role as both a financial planning tool and to help families face the future with confidence.
In the unfortunate event that you, family members, business partners or key personnel are unable to work for extended periods of time, long term care (LTC) insurance protects your savings and your business from being eroded by the skyrocketing costs of extended hospitalization, rehabilitation or nursing home care.We have extensive expertise in this area and will help you determine the appropriate benefit levels for your situation.
In the unfortunate event that you, family members, business partners or key personnel are unable to work for extended periods of time, long term care (LTC) insurance protects your savings and your business from being eroded by the skyrocketing costs of extended hospitalization, rehabilitation or nursing home care.We have extensive expertise in this area and will help you determine the appropriate benefit levels for your situation.
Investmark's Chief Market Strategist Jay M. Diamond provides analysis of Q3 results with a look ahead to Q4 2021 and beyond. A convenient way to stay up to date and informed!
We are pleased to announce that Investmark Managing Principals Michael C. Kusick, CFP, Jay M. Diamond, MBA, and Nicholas T. Christie, CFP along with Principals Joseph P. Jandreau, CFA, and Douglas E. Kerr were again selected for recognition as 5 Star Wealth Managers for 20210.The security of your personal financial is of paramount concern to us.
We are pleased to announce that Investmark Managing Principals Michael C. Kusick, CFP, Jay M. Diamond, MBA, and Nicholas T. Christie, CFP along with Principals Joseph P. Jandreau, CFA, and Douglas E. Kerr were again selected for recognition as 5 Star Wealth Managers for 20210.The security of your personal financial is of paramount concern to us.
Reviews (2)
Tania Rooney
Oct 11, 2017
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My husband and I have been clients of Investmark Advisory Group for over 15 years and we couldn't be happier with the level of customer service and expertise we receive. They have always taken a proactive approach updating us on current financial issues and opportunities. The lines of communication are always open with Investmark too. Highly recommend this firm for all your financial planning needs!
Scott WIlliams
Jun 20, 2017
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