Investor Advisory Group

Investment Advisory Service, Investment Management, Investments

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(704) 366-1120Call Visit WebsiteVisit Website Map & DirectionsDirections421 S Sharon Amity Rd Ste ACharlotte, NC 28211 Write a ReviewWrite Review

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Mon - Fri:	8:00 am - 5:00 pm

Investor Advisory Group

Tax Planning
Use the form below to start a conversation with us about your situation and we’ll call you back to schedule an appointment. Please be as detailed as possible. Whether you are just beginning to take a look at how to best manage your investments or whether you have maintained your investments for years and want to make sure that your investments are in line with your long term goals, retirement planning, estate planning or tax planning, we are happy to talk with you. You may also email or call us to make an appointment. Our general response time is one business day.

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Investor Advisory Group, LLC

Other Links

https://www.theiag.com

http://theiag.com

Categories

Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (704) 366-1120

Address: 421 S Sharon Amity Rd Ste A, Charlotte, NC 28211

Website: https://www.theiag.com

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Investor Advisory Group

Tax Planning
Use the form below to start a conversation with us about your situation and we’ll call you back to schedule an appointment. Please be as detailed as possible. Whether you are just beginning to take a look at how to best manage your investments or whether you have maintained your investments for years and want to make sure that your investments are in line with your long term goals, retirement planning, estate planning or tax planning, we are happy to talk with you. You may also email or call us to make an appointment. Our general response time is one business day.
Charitable Giving
Many investors don't consider the importance of estate planning. Our investment strategy and portfolio construction are created with your estate planning needs in mind, including charitable giving strategies, trust services, and legacy inclinations.
Tax Services
Nancy has a background in management and accounting, from private construction enterprise to banking and regional accounting, including fifteen years in tax preparation as an Enrolled Agent. We are pleased that Nancy brings this broad skill set and experience to our office operations.

Investment Management
Headquartered in Charlotte, North Carolina the Investor Advisory Group, LLC is a fee-only registered investment firm representing clients across the country. Our firm specializes in investment management for all our clients, from the growth focused business professional to the income oriented retiree. We bring extensive experience and professionalism to every client interaction and we customize our support to meet your individual needs and concerns.
Mutual Funds
2) The correct answer for the long-term historical average return in the stock market is 8%. And it is not guaranteed! That average return also brings risk of loss with it. That risk is higher if the investment is in individual company issues and lower if in mutual funds, but all stock market investments carry risk.
Bonds
Wealth Management
Often times we refer to ourselves as "life advisers" for our clients. Our relationship with you will consist of more than just your investments; we want to help you make the best financial decisions in all aspects of your life, whether that be insurance, home and property ownership, education savings, or credit management. Let us help you take a holistic approach to the financial decisions you make.

Accounting Services
Payroll Services
Mike is the newest member of the firm, joining The Investor Advisory Group as a Registered Investment Advisor Representative in September 2021. Mike entered Charlotte’s investment banking arena in 2004, supporting Mortgage-Backed Securities traders at Bank of America. In 2007, Mike joined Wachovia Securities (later bought by Wells Fargo) and spent seven years helping public companies structure and issue new bonds. Mike has since managed various operations at a payroll processing company, supporting small businesses. Mike earned his Certified Investment Management Analyst® (CIMA®) certification in July 2022.

Retirement Planning
I am a “Boomer” in my mid-60’s who has continuously saved and invested since my early 20’s. For the 1st 40 years of my career, I was extremely fortunate to work as a salaried employee for a major chemical company that provided generous benefits, a defined-benefit pension plan and a well-matched defined-contribution plan (aka a 401(k)). My career took a U-turn at 62 when I was unexpectedly laid off 6-8 years before I planned to retire. This became the opportunity to turn my hobby of investing into my 2nd career as a Registered Investment Advisor Representative with The Investor Advisory Group LLC.

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