Armstrong Advisory Group

Armstrong Advisory Group

Financial Services Needham, Ma, United States 32 employees
Employees
32
Contacts
2
Emails
2
Phones
2

Armstrong Advisory Group Overview

Headquarters
Needham, Ma, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
32
Founded
2004
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Armstrong Advisory Group

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. limits who can comment on this page. Privacy Policy - https://armstrongadvisory.com/1-aag-privacy-policy-01132025/

Armstrong Advisory Group Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
2
66.7% coverage

Armstrong Advisory Group Org Chart

Sample employees and titles
Name Title Contact
Charles Zodda Partner at Armstrong Advisory Group
Email Phone
Maya B. Zmoira
View
Liz Mettler Client Service Specialist at Armstrong
Email Phone

Employees by Management Level

Individual contributor 5 profiles
Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 3 3 1
General 3 3 1
Executive 2 2 2
IT 1 1 0

Armstrong Advisory Group Tech Stack

Data / AI 1 profile

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