Investmark Advisory Group

Investmark Advisory Group is a financial planner in Shelton, CT, offering comprehensive wealth management services tailored to individuals, families, and business owners. The firm specializes in retirement planning, fiduciary services for retirement plans, business and corporate financial strategy, and asset management for automotive professionals. With over 40 years of experience, Investmark Advisory Group focuses on creating personalized financial roadmaps that align with clients’ long-term goals and life aspirations. The firm serves clients throughout Shelton and surrounding areas, earning a 4.30 rating based on client feedback and reviews.

The firm’s philosophy centers on redefining wealth as more than financial accumulation, it’s about enabling clients to explore new experiences, pursue passions, and share success with loved ones. Led by CEO Mike Kusick, CFP®, the team emphasizes a client-centered approach rooted in trust, transparency, and long-term planning. They provide fiduciary-level guidance across retirement plan design, investment selection, vendor due diligence, and participant education, ensuring regulatory compliance and optimal outcomes for plan sponsors and employees alike. Their services are designed to deliver clarity, confidence, and sustained financial wellness.

Located at 3 Enterprise Dr, the firm sits just a short distance from Commerce Drive and Bridgeport Avenue, nestled near the Cascades waterfall and the Old Kings Highway Open Space nature preserve. Nearby landmarks include The Sterling Center For Counseling and Family Relations and DaVita Dialysis, both within a half-mile radius. The location places the firm at the heart of Shelton’s commercial corridor, accessible from key regional roads.

Investmark Advisory Group is recognized for its well-documented, thorough online presence and a website optimized for clarity and search engine readability. Clients benefit from a firm with deep expertise in retirement, business, and personal financial planning, consistently delivering strategic, integrated solutions. The firm’s long-standing reputation reflects its commitment to fiduciary responsibility, personalized service, and empowering clients to live with purpose.

In Shelton, Investmark Advisory Group stands as a trusted partner in financial empowerment, helping residents turn vision into reality through thoughtful, enduring planning.