Committed to Integrity Above All Else

East Coast-based Financial Services

Investment Watch, LLC is an East Coast-based financial services firm where advisors with over 25 years of experience specialize in financial planning and investment management. We offer a wide range of financial products and services to individuals and business owners, including retirement planning, mutual funds, stocks, bonds, group retirement plans, annuities, and more.

Our Financial Services

Comprehensive Financial Plans

We start by helping you identify your goals and evaluate where you are today. Based on your need, we recommend strategies to help you get where you want to be.

Investment Management

The first thing we do is LISTEN. We listen to your goals, objectives, and dreams about the future before recommending any investment product.

Retirement Strategies

Retirement planning is an ongoing process and requires careful assessment of your retirement assets, Social Security, pensions, debts, expenses, and more.

Insurance & Annuity Products

We can help you structure a plan to take care of your family’s financial well-being in the unlikely event you are not able to care for them yourself.

Do You Know How Much Money You Need To Save for Retirement?

Set Up A Free Retirement Strategy Consultation

Check the background of investment professionals on FINRA’s BrokerCheck.