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Proudly Serving the Capital District for 45 years


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”

 

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AFG In The News:

An Albany Financial Group family member

will be competing nationally in tennis after 

winning a regional title. 


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Who We Are

As an independent firm, we are committed to offering objective advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

We're here for you, offering advice and support throughout life's milestones.

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What is Your Risk Number?


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.

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Helpful Content

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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A Bucket Plan To Go With Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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