Investor Solutions Group
Company Overview:
Investor Solutions Group is dynamic financial planning firm which offers advice and recommendations on a wide number of financial planning services including retirement and investment planning, 401k advice, personal and business insurance, educational planning and wealth creation strategies. Our Registered Principal, Ruth E. Sully, CFP® has been offering advice and working with her clients for 26 years.
Company Services:
Our goal is to tailor solutions to your specific goals and objectives, and to provide these services either directly, or through our association with other professionals. We offer a personalized approach to financial planning and investment management, along with comprehensive programs custom-tailored to our clients’ needs. Our mission is to build long-term partnerships with our clients to assist them, over time, in achieving and maintaining their goals.
Website:
Contact information:
Office: 714-841-6335
FAX: 714-843-9150
Address:
18377 Beach Blvd. Suite 323
Huntington Beach, CA 92648