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Talk to a real adviser, this week

One form, one named person reading it. We reply within one business day — usually the same afternoon if you write before 3:00 PM Eastern.

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Fields marked * are required. Please do not send account numbers, Social Security numbers or passwords by email — we will request documents through our secure portal instead.

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Thank you. A named adviser — not a call centre — will reply to your enquiry about your service within one business day.

What happens next

1. We read your note and confirm the service fits. 2. A 30-minute call at the time you chose. 3. You get a written summary of options and costs — no application, no fee.

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Office & mailing address

108 E Division Rd,
Oak Ridge, TN 37830, USA

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Phone

+1 865-483-4858

Mon–Fri 9:00 AM – 6:00 PM ET · Sat 10:00 AM – 2:00 PM ET · voicemail returned within one business day

Email

contact@investstrategyway.com

Enquiries, existing clients, press — one inbox, one human, one business day.

Complaints & privacy requests

Write to the same address marked Attention: Compliance. We acknowledge in 2 business days and respond substantively within 15. Access or deletion requests under our Privacy Policy are handled the same way.

Visiting in person

  • Free parking behind the building; entrance is step-free.
  • Evening appointments on the first and third Thursday of each month.
  • Out of state? Most reviews run over encrypted video — 60% of our clients never visit.

Routing your enquiry

What to include so we can answer on the first reply

Loans

Approximate amount, rough credit score band, and the balances you want to consolidate. Rate targets help, income verification timing does not.

Mortgage

Current rate, balance, remaining term and your intended move date. If refinancing, paste your latest statement's Line 1–6 summary.

Planning

Target retirement age, current annual contributions, and a list of accounts by type — no balances needed for the first conversation.

Tax & insurance

Filing status, business structure, and the declarations pages of any active policies. Never send a full return before we set up the secure portal.