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Investment Center Advisor Group

Investment Center Advisor Group

Categories

Financial Planning / Investments

About Us

At Investment Centers, we understand that financial challenges come in many forms - whether building wealth, preserving it, or planning a lasting legacy. Money can create pressure at any level of wealth, but your finances should empower you, not overwhelm you.

Based in Loveland and proud to serve our community and beyond, we provide clear strategies and proactive guidance grounded in discipline, trust, and education. Led by Paul Hummel, ChFC®, and Haley Lee, CFP®, we partner with clients through every market cycle, helping them build real wealth by investing wisely and staying the course.

Our straightforward, honest approach means you get the insights you need - not just the ones you want to hear. We believe trust is earned through transparency and long-term commitment.

Whether preparing for retirement, minimizing taxes, or securing your family’s future, we simplify the complex and provide peace of mind as your dedicated financial advocates and partners.

Let us help bring clarity, confidence, and control to your financial future. Contact us today to start your journey.


Highlights

  • Wealth Management
  • Retirement Planning
  • Tax Planning
  • Financial Planning
  • Estate Planning

Rep/Contact Info

Haley Lee CFP
Financial Advisor