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Welcome to Armstrong Advisory Group

Barry Armstrong and his team of experts are dedicated to providing custom solutions that are unique to each client’s situation. As independent registered investment advisor representatives, we are obligated under the fiduciary standard to recommend investments that are both suitable and in the clients’ best interest. The only person we answer to, is you!

The Armstrong Advisory Group has offices in Needham, Woburn, Braintree, Hyannis, Westboro, Springfield, Cranston, RI, Portsmouth, NH, Bedford, NH, New Haven, CT and Wallingford, CT.

FEATURED MONTHLY GUIDE

An Important Update on Roth Conversions

If you’re getting ready for retirement, you probably have, at least, some of your portfolio invested in an IRA or a Roth IRA. There are differences between the two. Both types of accounts are popular, but there is an important change to the Roth IRA now that President Trump’s tax reform bill has passed. Roth conversions are now permanent, so if you attempted to convert a traditional IRA to a Roth after January 1, 2018, that change cannot be undone. If you think the elimination of this tax friendly provision may affect you, click on “Request Your Guide” below and fill out the form to download your free guide.

REQUEST YOUR GUIDE

About Our Services

The greatest compliment any financial advisor can receive is a referral. We’re currently accepting new clients and would be happy to speak with any of your friends, family members, or colleagues who may have questions about their unique financial situation.

Click HERE to fill out our online referral form

CONTACT US

144 Gould Street, Suite 210
Needham, MA 02494
Phone: 781-433-0001
Fax: 781-433-0002

DISCLOSURE

Check the background of this investment professional on FINRA’s BrokerCheck

This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc. Member FINRA/SIPC.Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.

Armstrong Advisory Group and the Securities America companies are unaffiliated.