The Advisor Group was founded more than 30 years ago as a retirement and financial planning firm. Since then we have expanded our offerings to include a full complement of services for businesses and individuals from financial planning to retirement plan consulting.
Our Mission Statement:
To Help Individuals, Families And Companies Develop And Implement Plans To Achieve Their Financial Goals.
- We will always place client’s interests first.
- We will make every effort to meet or exceed our clients’ expectations.
- We will service our existing clients with the same enthusiasm as we do our new clients.
- We will only accept an engagement if we can feel we can help a clients situation.
- We will keep our promises to you, our client.
- We will recommend investments for our client’s money as if it were our own.
- We will keep our clients informed of important financial and investment issues.
For more information or to schedule a free no obligations consultation contact,
K. Jeffrey Hanna, CRPS®
Pension Plan Specialist
(412) 931-3900
