Investmark Advisory Group provides an independent approach to wealth management for clients to reach goals through varying market conditions. Serving Bridgeport and the neighboring areas, the firm partners with broker and dealer Commonwealth Financial Network. The services include retirement income planning, investment management, insurance, and 401(K) and retirement plan services. Managing principal Jay Diamond has been with the firm since 1990. He holds several industry-related recognitions, such as the Women's Choice Award and the Chairman Retreat by Commonwealth Financial Network.
3 Enterprise Drive, Shelton, CT 06484
Shelton, CT 06484
MONECO Advisors is a company providing financial services for residents and businesses in Bridgeport and its nearby areas. The company specializes in investment management strategies, retirement planning, wealth synchronization, tax strategies, insurance services, and legacy planning. In addition, its commercial services include 401(k) plans, profit-sharing plans, and money purchase pension plans. The company was founded in 1980. It supports community organizations such as Fairfield American Little League and Fairfield Police Union Scholarship Fund. One of its managing partners, John Rosenau is a Certified Financial Planner.
2150 Post Road, Fairfield, CT 06824
Fairfield, CT 06824