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We want to provide a belated, but exciting update from The Ivy League Advisory Group!

We are thrilled to share the news that we have opened a second office! This office is located in the outskirts of the vibrant city of Phoenix, Arizona. We look forward to expanding our reach in a region and community that is very different from our roots in New England. Our founder, Brandon, who moved from the northeast to the southwest has already seen much of the beauty that the area has to offer–both the land and the community within.

This marks a significant milestone for our retirement planning firm, and we are grateful for the trust and support we’ve received from our clients and partners since our establishment in New Hampshire. The decision to open a second office in Phoenix aligns with our commitment to providing personalized and top-notch retirement planning services to a broader audience. We are particularly excited about this, as we do feel that our holistic approach to financial planning is unique. Rather than simply being a one-dimensional advisor, we seek to design plans that incorporate the varied parts of our three pillars of service–estate planning, retirement planning, and tax & social security optimization. We’ve already had the pleasure of serving a few in the area, but look forward to bringing to  our unique approach to retirement planning to even more in the large Phoenix Valley community.

The warm and dynamic atmosphere of Phoenix perfectly complements our mission to help individuals navigate their retirement journey with confidence and peace of mind. Our team is excited about the opportunity to serve the thriving community in Arizona and build lasting relationships with our new clients.

While embarking on this new chapter, we want to assure our existing clients that our dedication remains unwavering. The Ivy League Advisory Group is committed to providing the same level of excellence and personalized attention to our current clients. Your financial well-being is our top priority, and we will continue to serve you with the utmost care and professionalism.

At The Ivy League Advisory Group, we believe that everyone deserves a secure and fulfilling retirement. Our team of dedicated professionals is ready to assist you in achieving your financial goals and securing a prosperous future.

Thank you to all our clients, partners, and friends for your continued support. We look forward to this new chapter and the opportunity to make a positive impact on the retirement plans of even more individuals.

If you’re in the Phoenix area or know someone who could benefit from retirement planning in the Phoenix Valley, we could certainly benefit from your kind referrals as we look to get a retirement planning foothold here. Here’s to enjoying warmer winters and blistering summers together as well as growth, success, and securing your financial future!

As always, to begin your own, unique enhanced retirement plan, schedule a time that works for you by clicking here.