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                                                                                    COVID-19: A Note from Your Advisors

Albany Financial Group is committed to the health and well-being of our team members, families, clients, and members of the community. We are closely monitoring the coronavirus (COVID-19) developments and heeding the guidance of our national, state, and local health agencies. With this in mind, we have implemented necessary proactive measures to protect the health and safety of our team members, clients, and office visitors.

In addition, our firm is making every effort to ensure that this situation will not affect the timeliness or quality of the work we are doing for you, our valued clients. We remain committed to our high standard of service in addressing your financial planning and investment needs. 

Please note the following as we adjust to the present circumstances:

  1. While we are open for business, we will be limiting in-person meetings with clients in our office. We will seek alternative methods to meet with you remotely. Please feel free to contact our office with any questions or concerns.
  2. Any employees experiencing symptoms consistent with COVID-19 will be instructed to stay home following the guidelines set by the relevant health authorities. We also request our clients, colleagues, and other office visitors to follow the same guidelines.
  3. Some of our staff will be working remotely due to personal circumstances, but our firm has sufficient remote capabilities to allow our team to work efficiently from home. Please understand, however, that there could be delays in responses to e-mails and phone calls from time to time. Please note: while we will be checking voicemail several times a day, e-mails may reach our staff quicker than voicemails.

Our technology and processes will enable our team members to continue to remotely serve your needs. We are collectively facing these challenges that are uniquely impacting our communities, country, and world. While we face this uncertainty, we remain steadfastly loyal to our clients.

We will continue to closely monitor the local and national information pertaining to COVID-19, and provide updates as needed. As the situation evolves, we may need to make additional modifications consistent with authorities’ recommendations. If you have questions on our policies and how they may impact our client services, please do not hesitate to reach out to us.

We offer our sincere best wishes to you and your family. Thank you for being a valued client.

   Leonard Valletta named among  Best-in-State 

   According Forbes 2020 ranking

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Our Family Helping Your Family

This year marks Albany Financial Group’s 47th 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 2019 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.

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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