Investmark Advisory Group

At Investmark Advisory Group, we are dedicated to helping individuals and small business owners achieve their financial goals. For over 35 years, our team of experienced professionals has provided personalized wealth management services, tailored to meet the unique needs of each client. Our commitment to excellence has earned us numerous industry recognitions, including the Five Star Advisor program and the Women's Choice Award.

Our Story

Our journey began with a simple yet powerful idea: to provide unbiased, client-focused financial advice. We believe that every individual deserves access to expert guidance, regardless of their financial situation or goals. Over the years, we have built a reputation for integrity, transparency, and exceptional service, which has allowed us to establish long-term relationships with our clients.

Our Team

Our team is comprised of Certified Financial Professionals (CFPs) who share a passion for helping others achieve financial freedom. Each member of our team brings a unique set of skills and expertise to the table, ensuring that every client receives comprehensive advice and support. Our Managing Principal, Jay M. Diamond, has been a guiding force at Investmark since 1990 and has received numerous industry honors for his dedication and expertise.

What We Do

We offer a wide range of services designed to help you manage your wealth effectively. These include retirement income planning, investment management, insurance services, and 401(K) and retirement plan management. Our team works closely with each client to understand their specific needs and goals, developing customized strategies to help them achieve success.

Managing Your Wealth

At Investmark, we understand that managing your wealth is a complex process. That's why we provide ongoing support and guidance throughout every stage of your financial journey. From investment advice to retirement planning, we are committed to helping you make informed decisions that align with your values and goals.

Our Process

Our process begins with a thorough analysis of your current financial situation, including your income, expenses, assets, and liabilities. From there, we develop a personalized plan that takes into account your short-term and long-term goals, risk tolerance, and investment preferences. We regularly review and update your plan to ensure it remains aligned with your evolving needs and circumstances.

Retirement Income Planning

We believe that retirement planning is a vital component of any comprehensive financial strategy. Our team works closely with clients to develop retirement income plans that consider factors such as your expected expenses, potential sources of income, and investment options.

Investment Management

Investment management is a core service at Investmark. We offer a range of investment options designed to meet different risk tolerance levels and investment goals. Our team continuously monitors market trends and adjusts your investment portfolio as necessary to ensure it remains aligned with your objectives.

Insurance

We also provide insurance services, including life insurance, disability insurance, and long-term care insurance. Our team helps clients navigate the complexities of insurance options, ensuring they have the right coverage to protect their financial well-being.

401(K) and Retirement Plan Services

For business owners, we offer specialized services for 401(K) and retirement plan management. Our team helps design and implement plans that are tailored to meet the specific needs of your business and employees.

Awards & Designations

Our commitment to excellence has earned us numerous awards and designations, including recognition by the Five Star Advisor program, the Women's Choice Award, and Commonwealth Financial Network's prestigious Chairman's Retreat. These honors reflect our dedication to providing exceptional service and guidance to our clients.

Client Center

At Investmark, we believe that client satisfaction is paramount. Our client center is designed to provide you with easy access to account information, educational resources, and personalized support. Whether you need assistance with account inquiries or financial guidance, we are here to help.

Important Updates

We regularly update our clients on important financial news, market trends, and changes in legislation that may impact their financial plans. Our goal is to ensure that you have the information you need to make informed decisions about your financial future.