Armstrong Advisory Group
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
144 Gould St Ste 210, Needham, Massachus...Phone Number
(781) 433-0001Website
www.armstrongadvisory.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Armstrong Advisory Group
Armstrong Advisory Group is an independent financial advisory firm that prioritizes client needs by offering custom financial planning, investment management, and tax strategies. They specialize in creating unique, comprehensive investment portfolios aimed at preserving wealth and meeting income requirements. Their services include consulting, retirement planning, and succession planning tailored to their clients' financial goals. The intended clients are individuals seeking personalized financial advice to navigate both prosperous and challenging economic times.Explore more
Armstrong Advisory Group Org Chart
SW
Partner and Financial Advisor
CA
Financial Advisor
BH
Registered Investment Advisor
MS
Financial Advisor
AH
Financial Advisor
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Activity Insights
Armstrong Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Armstrong Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Armstrong Advisory Group.
Armstrong Advisory Group Tech Stack
A closer look at the technologies used by Armstrong Advisory Group
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Most Recent Scoops
Project
, according to a mid-level source in financial planning, is planning to leverage AI-driven financial analysis and forecasting over the next six to twelve months.
Financial Planning, Forecasting, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is planning to begin initiatives related to customer relationship management (CRM) within three months. The organization is currently evaluating Microsoft Dynamics 365 Sales and Salesforce CRM. Armstrong Advisory Group will be increasing funding and is expected to increase permanent employee workforce to support these efforts.
CRM, Spending/Investment, Financial Planning, Funding, Sales, Finance, Financial Strategy
Pain Point
Project
, according to a mid-level source in financial planning, is planning to remediate challenges related to workforce planning.
Pain Point, Financial Planning, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Project
, according to a mid-level source in financial planning, began leveraging AI-driven portfolio and investment management within the last three to six months.
Spending/Investment, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
Spending/Investment, Research & Development, Financial Planning, Search, Finance, Financial Strategy, Investor Relations
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Frequently Asked Questions Regarding Armstrong Advisory Group
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Armstrong Advisory Group is an independent financial advisory firm that prioritizes client needs by offering custom financial planning, investment management, and tax strategies. They specialize in creating unique, comprehensive investment portfolios aimed at preserving wealth and meeting income requirements. Their services include consulting, reti... Read More
