AFG In the News
Leonard Valletta among Best-In-State
Len was recently recognized by Forbes magazine as one of it's 2020 Best-In-State Wealth Advisors .
When compiling this ranking, Forbes looks at more than just how much wealth Len has been entrusted to manage. This ranking, developed by SHOOK research is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria including assets under management and revenue generated for their firms.
With all of this in mind, Len credits his client relationships for helping him to achieve this this milestone which so many advisors throughout the U.S. strive for every year.
To see the complete list and criteria, click here.
AFG Makes List of Top Financial Planning Firms
Albany Financial Group moved up two spots last year to place 13th among local Financial Planning and Wealth Management Firms, ranked according to the level of assets under management at year-end 2019. This accolade was published in the Albany Business Review as part of its 2020 Book of Lists. The survey area included firms in 11 Capital District counties.
Other Recogintion
- Paraplanner Steve Kennedy Earns CIMA® Desigination
- Leonard Valletta Named to LPL Chairman’s Council
- Joseph Hermann Named to LPL Chairman’s Club
- Walter Klisiwecz Named to LPL Director’s Club
Media Appearances
- Eye on Money: Taking on College Debt
- Eye on Money: Federal Interest Rates
- Eye on Money: Moving Home and Back in with Parents
- Eye on Money: Price Increases for Consumers
- Eye on Money: Snowballing Debts
- Eye on Money: Debt and Investment
- Eye on Money: May Investment Strategy
- Eye on Money: Financial Support for Adult Children
- Eye on Money: Retirement
- Eye on Money: Escaping Cold Weather
- Eye on Money: Social Security
- Eye on Money: Managing Digital Overload
- Eye on Money: Elections