ADVISORY
CHOICE Advisory Group. Inc., a registered investment advisory firm, provides asset and portfolio management for those clients that prefer a fee-based investment structure. Clients utilizing CHOICE Advisory Group have access to a wide-breadth of services ranging from financial planning and portfolio analysis to a diverse group of portfolio management services.
CHOICE Advisory Group works with clients and businesses providing the following services:
- Financial Planning
- Tax Planning
- Estate Planning
- Charitable Giving Strategies
- Business Succession Planning
- Portfolio Management
All recommendations are provided through a fully independent platform, void of any quotas, proprietary products or other outside influences that may compromise the quality and integrity of our services.
Advisory accounts are held at either of our institutional affiliates Fidelity or Schwab. Client Accounts are protected by SIPC as well as supplementary coverage. This coverage does not protect against market loss.
