Why Choose Us

Albany Financial Group offers clients 5 significant advantages over other firms:

1.  Independence
Independent means that there is no agenda to sell any particular financial product. Our advisors are free to recommend the products that best meet your needs to pursue the goals you have set.

2.  Unbiased Advice
We do not:

• Have an affiliation with a bank, insurance or investment company
• Operate on contingencies

We are not:

• Commission-based
• Also, our fee structure further allows us to make decisions that are truly in your best interest.

3.  Comprehensive Approach
Albany Financial Group has a team approach process that enables us to provide a holistic strategy to managing all aspects of our client’s financial situations.

4.  Client Services Beyond Expectations
Albany Financial is proud to maintain a superior client retention rate. Obviously, this suggests that our financial management strategies are effective, but Albany Financial Group is about more than just the transaction… it’s about our client relationships. We believe many firms do a wonderful job gathering clients but fail when it comes to maintaining the ongoing relationship. We have a dedicated team in place to provide services designed to far exceed anyone else’s standards.

5.  Trust
The vast majority of our new clients have been referred by existing clients, CPAs and attorneys who know us, trust us, and value the services we provide.
Now that trust is more important than ever in the relationship between an asset management / financial planning firm, Albany Financial Group has always been recognized for our:

• Systematic contact with clients
• “In-house" portfolio performance reviews