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How We Help


At Advocate Investing Services, we recognize that our clients are busy. How can you find time to scrutinize each step of your financial journey when you’re busy caring for your family, preparing for the next step in your career, enjoying the benefits of retirement, and getting bogged down in the endless to-do list that every adult stores in the back of their mind?

We will go out of our way to help you and meet on your terms. Stuck at the office? We’ll drop by during lunch. Caring for a sick family member? We’ll meet wherever it's convenient for you.  Whatever the scenario, we will do our best to help you.

It is difficult to keep up with the relentless changes shaping our economy. Geopolitical events impact the value of different currencies. New inventions reshape the tech industry. Natural disasters disable major centers of shipping and trade. A dedicated financial partner and advisor who can balance and interpret the impact of all these different events provides stability in a rapidly unstable world.

Advocate Investing Services helps individuals, families, and businesses pursue the financial future they have always envisioned. Whether you are planning for the future, expanding your business, preparing to retire, or are already retired, Advocate Investing Services has the knowledge, commitment, and insight to help you take the next step in your financial journey.

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