The roots of today’s Investment Services Group begin in the 1970s, where the primary focus of our business was to service hospital employees – helping them save money and enroll in retirement plans.
Today the scope of ISG has expanded well beyond that original framework. We serve individuals from all walks of life, helping them with retirement and estate planning, investment portfolio management and much more.
While many firms have come and gone, our footprint in the community has remained stable, which our clients value. It’s why more than ninety percent of them have stayed with ISG for over 10 years.
At ISG, we’re passionate about listening to our clients and finding customized planning solutions that make their lives easier and more fulfilling. This is the primary motivation for the way we do business.