Investmark Advisory Group
For 40 years, Investmark has been guided by one simple principle—to serve each client's best interests first. As an independent, client-focused, and goals-based firm, our clients rely on us as their primary resource for defining objectives, designing strategies to pursue them, and maintaining and adapting those strategies over the long-term. Whether you are an individual considering your own retirement, a business owner, or a plan sponsor, we have the experience, resources, and passion to fully support your needs. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Securities offered through Commonwealth Financial Network, Member FINRA/SIPC a Registered Investment Advisor. Advisory services and fixed insurance products and services offered by Investment Advisory Group, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Investmark Advisory Group 3 Enterprise Drive, Fourth Floor Shelton, CT 06484
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Verified contacts
17
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
2
tools in use
Monthly traffic
319
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- DK
Douglas Kerr
Principal · Finance & Accounting
EmailPhone - SW
Scott Williams
Director of Operations · Operations
EmailPhone - BB
Bailey Barnum
Client Services Associate · Customer/Client Service
EmailPhone - SW
Scott Williams
Principal, Chief Compliance Officer, Director of Operations · Other
EmailPhone - JD
Jay Diamond
Managing Principal, Senior Financial Advisor · Other
EmailPhone - NG
Nicholas Giammattei
Lead Advisor · General Business & Management
EmailPhone - KL
Kimberly Lopez
Program Manager · General Business & Management
EmailPhone - DG
Danielle Goncalves
Wealth Management Coordinator · Finance & Accounting
EmailPhone - RI
Robert Iannazzo
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Investmark Advisory Group
16 distinct titles indexed · top 10 shown.
- 1business owner
- 1ceo
- 1chief operating officer chief investment officer
- 1client service associate
- 1client services associate
- 1director of operations
- 1financial advisor
- 1lead advisor
- 1managing principal, senior financial advisor
- 1paraplanner
- +6more titles
Sign up to unlock all 17 contacts at Investmark Advisory Group
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