Broker Check

1301 Sixth Ave West
Suite 300
Bradenton, FL 34205

Alan B Irving, II

(941) 748-5404

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

 

Alan B. Irving, II

President

(941) 748-5404

(855) 618-0184

Alan is the President and Founder of Irving Financial Group, Inc. He is an Investment Adviser Representative with Cetera Advisor Networks LLC and specializes in wealth management planning for individuals and families who desire to...

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Dotty Mohr

Director of Investor Relations

(941) 748-5404

(855) 618-0184

Dotty is the Director of Investor Relations for Irving Financial Group. She performs all administrative functions for clients, including correspondence, communications, and implementation of new accounts, focusing on ensuring...

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Lue Ann Hornbeck

Planning Coordinator

(941) 748-5404

(855) 618-0184

Lue Ann serves on the IFG team in the areas of client and prospect meetings, planning implementation, event planning, and creative marketing. She and her husband have been married since 1989 and are active members and volunteers at...

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Mike Palen

Investment Advisor Representative

(941) 748-5404

(855) 618-0184

An Investment Advisor Representative, Mike has the Series 7, Series 24 and Series 53 registrations. He is also licensed to sell Life, Annuities and Variable products. Mike, a native of Illinois, is a U. S. Navy veteran. He and his wife...

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We at Irving Financial Group believe having a collaborative advisory team of competent professionals to help you reach your goals is imperative. Our objective is to provide you with exceptional service in all areas of wealth management...

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