A complete list of active advisors currently associated with Armstrong & Associates, Inc.
Warmer can help you find a great advisor at Armstrong & Associates, Inc. or one who fits your needs even better.
Armstrong & Associates, Inc. provides retirement, estate and investment planning and related financial planning services for individuals, trusts, estates and business entities. Services described in the firm brochure include comprehensive financial planning, portfolio and insurance analyses, pension plan design, structured-settlement valuation, education funding and divorce case analysis. The firm says it develops recommendations after an in‑depth client interview and review of supporting records, combining fundamental and technical security analysis and using a broad range of instruments (stocks, bonds, mutual funds, ETFs, options and insurance contracts). Initial consultations are provided without charge and subsequent work is billed hourly (the brochure states a $150 hourly rate with a good‑faith estimate provided); Armstrong does not accept custody of client assets or discretionary trading authority. Compared with many investment managers, Armstrong’s advisors also serve as registered representatives of a broker‑dealer and are licensed insurance agents, and the brochure discloses these dual roles and the related conflicts while noting clients are not required to implement recommendations through the affiliation. The firm’s reliance on hourly fees rather than percentage‑of‑AUM billing and its stated requirement of a minimum net worth or portfolio before taking new clients are also notable features relative to typical investment‑manager practices.
To learn more about the advisors currently working at Armstrong & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ottawa, IL
| 39
| |
Ottawa, IL
| 9
| |
Ottawa, IL
| 9
|
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