Our Services

Albany Financial Group covers all aspects of comprehensive financial planning in unision with other professionals such as accountants and attorneys when needed.

We focus on individual and family goals such as: Building Assets; Wealth Preservation and Management; College Education Planning; Estate Issues.

Albany Financial Group commits to the business owner by advising you on how to build a plan that will help keep what you earn. After all, you deserve it, your beneficiaries deserve it, not the IRS, caregivers, or unwarranted others.

Your business financial plan will include: Tax-Deferral Strategies; ways to increase spendable income; how to retain employees through benefits; business succession; how to accumulate wealth and transfer wealth; ways to fund estate planning strategies; insurance choices to provide backup for unexpected circumstances.

Albany Financial Group Associates are able to choose from a wide selection of investments which have been carefully screened on the basis of stringent criteria. These include:

~Certificates of Deposit
~Closed-End Investment Trusts
~Corporate Bonds
~Full Service Stock Trading (all major exchanges)
~Ginnie Mae Investments
~Insured Municipal Trusts
~Limited Partnerships
~Money Market Funds
~Mutual Funds
~Professional Money Management
~Tax-Free Municiple Bonds
~U.S. Government and Agency Securities
~Variable Annuities
~Variable Life Insurance
~Wrap Fee Programs

Albany Financial Group's objective is to provide an environment which enables its representatives to handle all of their client's investment business.