Securities & Investment Planning Co

American Investment Services Inc (AIS) is an SEC registered investment adviser founded in 1978, offering financial planning and investment management services. AIS takes a disciplined, diversified, and cost-effective approach to wealth management, utilizing funds from providers such as Dimensional Fund Advisors and Vanguard. With a focus on transparency and accountability, AIS charges a fee based on a percentage of total assets managed, ensuring clients understand exactly what they are paying for. Client assets are held at independent third-party custodians, providing real-time online access and regulatory protections for peace of mind. Generated from the website

Marello Investment Advisors is a financial firm based in New York, NY, specializing in providing personalized investment advisory services to individuals and businesses. With a focus on long-term financial planning and wealth management, Marello Investment Advisors offers strategic guidance to help clients achieve their financial goals. Generated from their business information