Since 2004, the professionals at Armstrong Advisory Group have provided exclusive wealth management services to high net worth individuals and institutional investors. With more than 175 years of combined experience in the financial industry, the professional associates at Armstrong Advisory Group manage over $1.1 billion in client investment accounts. Experienced investment advisor representatives prepare investment portfolios designed with the goal of preserving and growing wealth, while meeting client income needs.
We are dedicated to providing custom solutions that are unique to each client’s situation. As independent registered investment advisor representatives, we are chartered with recommending investments that are both suitable and in the clients’ best interests. Being independent allows our advisors to select from an immense array of investment choices.
Armstrong Advisory Group partners with a network of leading professionals specializing in elder law, accounting, insurance, and mortgage financing. This integrated approach provides clients with a range of services to develop a comprehensive financial plan.
ARMSTRONG ADVISORY GROUP, INC. – SEC REGISTERED INVESTMENT ADVISER
The information contained herein, including any expression of opinion, has been obtained from or is based upon, sources believed to be reliable, but is not guaranteed as to accuracy or completeness. This is not intended to be an offer to buy, sell or hold or a solicitation of an offer to buy, hold or sell the securities, if any referred to herein. All investments involve the risk of potential losses. Armstrong does not provide any tax or legal advice. Consult your tax and legal advisers on such matters.
Armstrong Advisory Group Inc. provides financial advice for a financial services company. They assist in all areas of financial management to improve client performance.
Armstrong Advisory Group Inc. performs excellently at the job and earns the client's satisfaction. They communicate effectively through meetings, phone calls, and mobile messages. The partnership brings promising results.
BACKGROUND
Briefly describe what your company does and your role there.
Financial plannin, portfolio management, and advisory services
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
Improve client performance
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
Advice and assists in all areas of financial management
How many people does your company work with?
6-10
How did you find this provider?
Online search
Why did you choose to work with them?
Positive reviews and ratings
Close to my geographic location
They're a great culture fit for our company.
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
Meeting performance and satisfaction score objectives
How does your team communicate with this service provider?
In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App
Mobile Text Messages
Are there any areas for improvement or something this service provider could have done differently?
None really so far
RATINGS
4.5
Quality
4.5
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-1 of
1 Reviews
Locations (1)
144 Gould Street Suite 210 Needham, MA,
United States02494
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