Affiliated Financial Group Inc

Financial ServicesUnited States2-10 Employees

Providing Financial Services for both Family & Business with financial guidance, and insurance services. Working with clients on retirement, investment, and estate planning strategies.

PERSONAL FINANCIAL NEEDS
• Investment Strategies
• Insurance Needs Analysis
• Education Funding Strategies
• Retirement Strategies
• Estate Conservation Strategies

INVESTMENT & RETIREMENT PROGRAMS
• Mutual Funds
• Brokerage Services
• Educational Savings Accounts
• Retirement Plans
• (401(k), SEP…)
• Roth IRAs/IRA Rollovers
• Non-qualified retirement savings
• Deferred compensation plans
• Institutional Investment Products & Services

INSURANCE & ANNUITIES
• Fixed and Variable Annuities
• Disability Income Insurance Protection
• Life Insurance – Term/Universal/Whole
• Variable Universal Life Insurance
• Long Term Care Insurance

Affiliated Financial Group
1 Albion Street,  Suite 300
Wakefield, MA 01880
Office: 781.245.5500
Fax: 781.245.4488
www.afgmoney.com 

*Financial Advisor offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Sign up for free to view info

Email Format Employee directory