This year marks Albany Financial Group’s 45th year in business. When AFG was founded in 1973, it was a time when very few firms were offering holistic financial planning to their clients. Although times have changed quite a bit, in 2018 our mission, as well as our approach, has remained the same. We help our clients take a comprehensive look at all of their financial objectives and collaborate with them to develop a plan to try to best reach those objectives. Our goal is to shepherd them through various life changes, economic and market cycles, to help them stay on track and give them the best chance to reach their financial goals and dreams.
Please help us celebrate this significant milestone and we promise to stay true to our honest and ethical principles. Our motto is and always will be “our family helping your family”
As an independent firm, we are committed to offering objective advice.
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
We're here for you, offering advice and support throughout life's milestones.
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together we can take the guesswork out of your financial future.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?