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Submitted URL: http://iacadvisor.com/
Effective URL: https://www.iafg-planning.com/
Submission: On January 05 via api from US — Scanned from DE
Effective URL: https://www.iafg-planning.com/
Submission: On January 05 via api from US — Scanned from DE
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Text Content
Schedule an Appointment Menu * Home * About Us * Our Team * Our Advisors * Our Mission * Services * Client Center * OneView Access * My WealthScape * Life Insurance Quoting Tool * Useful Links * What's New? * News and Updates * News for IAFG Financial Professionals * Tools * Glossary * Tax Resources * Join Zoom Meeting * IAFG Financial Professionals Only * Contact Schedule an Appointment INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services INVESTMENT ADVISORS FINANCIAL GROUP, LLC Your choice for Financial Services WELCOME TO INVESTMENT ADVISORS FINANCIAL GROUP, LLC Investment Advisors Financial Group, LLC represents an association of some of the finest independent advisors in the business. Whether preparing for retirement, implementing estate planning strategies, establishing an asset allocation plan, or saving for a child’s education, our exemplary group of advisors has the expertise to guide you through the important decisions that impact your financial future. We know what it’s like to go through a wildly exuberant up market as well as how to navigate a downward trend in a cyclical market. We have experience in handling accounts of all sizes, with clients from diverse backgrounds and with a wide variety of financial objectives. Each of our Registered Representatives is committed to helping you achieve your personal financial goals. Our advisors systematically develop an understanding of your individual situation in order to make suitable recommendations informed by investment time horizons, market conditions, risk tolerance, and income requirements. Being independent means that our representatives are not beholden to or affiliated with any one particular investment product, insurance company, or financial institution. Yet with over $1 billion in assets under management, you can trust that our full-service organization can handle all of your fiscal needs with professionalism and integrity. Our original Broker/Dealer, Investment Advisors & Consultants, Inc., was founded in 1979 by Thomas E. Musumeci with the goal of providing insightful, trustworthy investment advice and financial services to anyone who needed help. IAC grew into a dynamic, full-service Broker/Dealer. In December of 2006, Investment Advisors joined Royal Alliance Associates, Inc. We are currently one of its largest groups of Registered Representatives. Schedule an Appointment PERSONALIZED STRATEGIES We create strategies that are tailored to your needs and goals. Learn more CREATIVE SOLUTIONS We encourage our advisors to tailor solutions to their clients. Unique answers for every situation. Learn more CORE BELIEFS Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more RESOURCES Let's talk about your investment strategies. Learn more WORDS OF WISDOM "An investment in knowledge pays the best interest." - Benjamin Franklin WELCOME TO THE FAMILY! When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. Learn more YOUR GOALS ARE OUR GOALS. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Learn more WE GO WITH YOU, WHEREVER THE ROAD OF LIFE TAKES YOU. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. HAVE A QUESTION? Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 732-923-1331 Fax: 732-923-1441 145 Wyckoff Road Suite 101 Eatontown, NJ 07724 service@iacadvisor.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.