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Mission & Values
Our mission is simple: Quality, service, teamwork and the quest for excellence.
“The quality of a person’s life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor.” Vincent T. Lombardi With 27 years of financial industry experience, we understand the bias and conflicts of interest that are determined by how someone is licensed. We strive to act with integrity in every decision made on behalf of our clients. We do not require a minimum portfolio amount as the only question is, can we help?
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Assets managed by Sorensen Advisory Group, LLC a State of Florida Registered Investment Advisor. The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.
Our Form ADV Part II disclosure document is available for review. Call or email to request a copy. This document contains detailed information about Sorensen Advisory Group, LLC and the services provided.
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