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Investmark Advisory Group Logo
Investmark Advisory Group CB Rank
1778708
Heat Score
43
Investmark Advisory Group specializes in investment and risk management, retirement planning, life insurance and tax management services.
Founded
obfuscation
Private Shelton, Connecticut, United States11-50 www.investmark.net
Financial Services
Life Insurance
Retirement
Risk Management
Wealth Management
Overview

Investmark Advisory Group
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Investmark Advisory Group

CB Rank
1778708
Investmark Advisory Group specializes in investment and risk management, retirement planning, life insurance and tax management services.
Founded
obfuscation
Private Shelton, Connecticut, United States11-50 www.investmark.net
Financial Services
Life Insurance
Retirement
Risk Management
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1 800-443-1006
Contact Email info@investmark.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personalized Wealth Management
A service that develops customized wealth management strategies aligned with clients' financial goals and life circumstances.
Investment Management
Management of client investment portfolios to align with their financial objectives and risk tolerance.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 19

Employee Profiles

News

News and Press

News•Jun 4, 2021
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$309.2KThis year, Investmark Advisory Group is projected to spend $309.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Business Philanthropy Logo
Business Philanthropy
100
S&P Capital IQ Pro Logo
S&P Capital IQ Pro
91
Waymo LLC Logo
Waymo LLC
87

Actively Used Products

8Investmark Advisory Group uses 8 technology products and services including Office 365, DigiCert, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

22Investmark Advisory Group is actively using 22 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Investmark Advisory Group's headquarters? Investmark Advisory Group is located in Shelton, Connecticut, United States.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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