WEALTH MANAGEMENT

Investment guidance is always in your best interest. Through our affiliate, Investmark Advisory Services, we provide our clients with access to comprehensive personal financial planning and wealth management services.

As truly independent, fee-based financial advisors, Investmark advisory professionals provide financial and investment advice that is always in the client’s best interest. There is no motivation to sell high-cost, commission-based, in-house products. Your long-term success is the true measure of our success.

Investmark advisors firmly believe in the power of true diversification as the key to successful investing. They are specialists in building well-diversified portfolios that invest across many asset classes and investment styles in a coordinated manner within each investor’s investment objectives and risk tolerance. In doing so, they follow a well-defined, time-proven process designed to replicate the intricate and highly disciplined approach that institutional money managers use in the management of large pools of pension plans. From institutionally managed mutual funds to the highest quality managed accounts to real estate and private equity, they create customized portfolios that offer clients the potential to achieve enhanced returns with less risk.

For more information on the services offered through Investmark, please contact Joseph P. Jandreau, CFA at or 860-657-1803.

Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved.

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance is separate from and not offered through Commonwealth. Additional advisory services offered through Investmark Advisory Group are separate from and not offered through Commonwealth. Mahoney Sabol & Company, LLP is not affiliated with Commonwealth Financial Network. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and, unless otherwise stated, are not guaranteed.

Investmark Advisory Group, 3 Enterprise Drive, 4th Floor, Shelton, CT 06484 | P 203.953.3777 | www.investmark.net.

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