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PLEASE NOTE: We’ve moved! Our new Corporate Offices are now located at 3 Enterprise Drive, 4th Floor, Shelton, CT 06484.

 Click here for more information.






Investmark Advisory Group

The Right Road Means Everything

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For more than 30 years, our distinctly client-centered approach has helped our clients pursue financial and personal goals.  

As a truly independent financial advisor, Investmark provides impartial investment guidance and strategies specifically designed to suit your unique situation. We listen first and then work together to help define objectives, create and implement wealth management strategies, adapt when necessary, and provide discipline and guidance through all market conditions.


Client Center

Our Client Center page has a wealth of information and resources:

Online Account Access

News & Media

Tax Documents

Videos and More!




Automotive Professionals

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Click here to find out how ReInsuranceMax can help maximize the value of your reinsurance program!


The Caring Coach

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Click here to find out more








NEW VIDEO: July 2018 Economy and Markets

Video: Mike Lee - Recent TV Appearances

 Article: The Fiduciary Standard (April 2017)

These items and much more are also available on our Client Center page, too!




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Click here for our overview and a detailed summary of the new tax law.



Introduce Us

If you're happy with our guidance and services, we'd really appreciate it if you told your friends and business associates.  

(If there's anything you're not happy with, please let us know right away!)

You can also email us to tell us about someone you     think might benefit from talking with us.