Trustmont Advisory Group, INC.

Trustmont Advisory Group offers a range of financial services including written financial plans, specific investment advice, and investment portfolio management. Founded in 1997 and owned primarily by Peter D. Dochinez, Trustmont Advisory Group works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. When managing investments, Trustmont Advisory Group operates with full authority to make trades on your behalf after you grant permission. In addition to advisory services, many advisors are also licensed as registered representatives with a broker-dealer or as insurance agents, meaning they may earn commissions on the sale of securities, mutual funds, annuities, and insurance products. Trustmont Advisory Group also conducts seminars and can provide hourly consulting on topics such as business planning, education funding, retirement, estate preservation, and tax planning.