PERSONAL & BUSINESS WEALTH DESIGN
We work with our clients on a one on one basis in order to learn how much risk a client is willing to take in their investments, how long a client plans to invest their money, and what the client wants to do with their money. We then design a portfolio for the client to try to minimize the impact of fluctuations in the stock market while attempting to ensure their goals.
You can count on us as your advisor to do the following, as we work with you in drafting and implementing your investment plan:
Investment Services at Advantage Investment Management
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ADVISORY SERVICES OFFERED THROUGH GARTON & ASSOCIATES FINANCIAL ADVISORS, LLC DBA ADVANTAGE INVESTMENT MANAGEMENT, A REGISTERED INVESTMENT ADVISOR.