About Albany Financial Group

An Experienced Financial Planning and Wealth Management Team

One of our core beliefs is that, when working in an advisory relationship, we serve in a fiduciary capacity for our clients. What that means is our advisors put your interests ahead of the firm’s when developing strategies and recommendations for your personalized plan. We’ve been in the financial services business for many years and experienced a variety of market conditions. This knowledge allows us to guide our clients through turbulent times and remain focused on their long-term financial plan. We are proud to work with multiple generations of loyal clients who rely on our team for objective advice and unbiased recommendations.

Our Philosophy and Service Commitment

Our investment philosophy centers around the construction of a suitable portfolio for each client, rather than what the financial markets are doing on any given day. We emphasize all-weather portfolios with a long-term time horizon that address your specific needs. In addition, we offer an exceptional level of personalized client service that is responsive and delivered with integrity.

Contact Us to schedule a no-obligation consultation today.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Albany Financial Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, ME, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, WV, VA, VT.

 

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