Let's Talk

We are an independent investment advisory firm in Upstate NY, offering a personalized and comprehensive approach to helping clients sustain and increase wealth. At Investment Advisor Group, we're proud to provide a combination of expertise, integrity and client care that we believe cannot be matched.
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Our Locations

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P.O. Box 568
Hancock, NY 13783
(914) 456-2812
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Complimentary "Get Acquainted" Meeting

We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you. Please complete the form below.

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© Investment Advisor Group   ADV   |   Disclosures
CLPF LLC/Investment Advisor Group (IAG). This website is intended for financial professionals only. The Investment Advisor Group is a SEC Registered Investment Advisor and has no affiliations with any broker-dealer. IAG can conduct business only in states where IAG is registered or is exempt from registration. Most services provided by IAG do not require registration. The Investment Advisor Group is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAG. Charles Schwab, Fidelity, TD Ameritrade, and the Investment Advisor Group are not affiliated companies. The Investment Advisor Group and CL Price Financial are affiliated companies. The Investment Advisor Group is wholly owned by CLPF LCC.
To Check Firm or Individual Backgrounds please go to https://adviserinfo.sec.gov/.
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