The Advisory Group, Inc.

The Advisory Group, Inc.


Financial Services, Banks, Credit Unions

About Us

Where personalized service meets financial excellence. TAG is your dedicated team of financial professionals, committed to delivering tailored solutions that align precisely with your unique needs and aspirations.

Tailored to You:
At TAG, our team of seasoned professionals brings a wealth of financial experience and knowledge to the table. With years of industry experience, we pride ourselves on understanding the intricacies of your financial landscape. This allows us to provide you with the precise guidance you need to navigate and optimize your financial journey.

Client-Centric Approach:
Your financial goals are as unique as you are. That's why TAG takes a client-centric approach, ensuring that our services are tailored to meet your individual needs. We invest the time to understand your aspirations, challenges, and priorities, crafting solutions that resonate with your specific financial vision.

Unparalleled Personalized Service:
Our commitment to personalized service goes beyond the ordinary. TAG is dedicated to fostering meaningful client relationships. From one-on-one consultations to personalized retirement plans, our approach is centered on providing you with an unparalleled level of service that reflects your individual financial goals and dreams.

Your Financial Partner for Every Step:
Whether you're planning for the future, navigating life's changes, or seeking to optimize your current financial situation, TAG is here for you. We aim to be your reliable and trusted financial partner at every step of your journey, helping you achieve the financial success you deserve.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910 The Advisory Group (TAG) and PlanMember Securities Corporation are

Rep/Contact Info

Lucas Dengler
Junior Financial Advisor
Amanda Schotz
Director of Business Administration