Company Overview
- Headquarters
- 3 Enterprise Dr, Shelton CT
- Website
- investmark.net
- Phone
- (203) 953-3777
- Employees
- 20
- Founded in
- 1984
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$4B
Who is Investmark
Investmark is an independent financial advisory firm based in Shelton, Connecticut. The company employs 20 people and generates $4 million in annual revenue. Investmark provides financial advice and services to a variety of clients, including individuals, business owners, and plan sponsors. Their services are tailored to each client's specific needs and goals, focusing on retirement planning, investment strategy design, and ongoing portfolio management. Investmark distinguishes itself through its client-focused approach, prioritizing each client's best interests above all else. The firm emphasizes a goals-based strategy, working closely with clients to define their objectives and develop customized plans to achieve them. Investmark Advisory Group can be reached at 3 Enterprise Drive, Fourth Floor, Shelton, CT 06484. Their phone number is 203-953-3777.
Company Leadership
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| 4M | 16 | 59 Wilson Street Burnie, | 2003 | |
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