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 placed 15th among local Financial Planning and Wealth Management Firms, ranked according to 2018 assets under management. This accolade was published in the Albany Business Review as part of its 2019 Book of Lists.
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
Daughter of AFG Claims Third at Nationals 
Congratuations to Jackie Bornt, who recently claimed third place at NJCAA Women's Tennis National Championship in Peachtree City, GA. Jackie, a sophomore at Hudson Valley Community College, is the daughter of Albany Financial Group's Christine Bornt, Administrative Assistant to AFG Principal Leonard Valletta, CFP®.
Jackie placed third overall at the 2018 NJCAA Women's Tennis National Championships the first weekend in November and finished with a 2-1 overall record in the No. 1 singles bracket.
Bornt drew the opening round match against Gabby Vaillant from Suffolk, the nation's No. 2 overall seed. Bornt fell behind early 4-0 but fought her way back into the match before falling in straight sets, 6-4, 6-3 on Friday morning.
The loss placed Bornt in the back draw or consolation bracket and defeated Camden's Jessica Grafton on Saturday for a spot in the consolation finals on Sunday. In the consolation finals, Bornt faced a familiar opponent in Broome's Shyanne Daye. Bornt previously defeated Daye in both meetings during the regular season in straight sets and followed suit in the national tournament with a straight set 6-0, 6-0 match win.
"Jackie took her game to a higher level than she needed to all season to compete against the #2 seed of the #1 Singles Flight at the National level. She was able to move her opponent all over the court with very solid forehand shots to gain control of points," said head coach Denise Potenza. "It was impressive to watch the quality of her play. Although Jackie lost her first round match against the #2 player, it was apparent to me that she would do well going forward if she played with the same intensity in the back draw. She was in total control of her next matches against Camden and Broome. I couldn't be prouder of the way Jackie competed throughout the tournament."
As the weekend came to a close, so does the Vikings tennis season as Bornt finishes with one of the more successful individual seasons in the history of the Hudson Valley tennis program.
Jackie is the daughter of Christine and Ed Bornt of Wynantskill. She has been playing tennis since she was five years old. She played tennis for Averill Park High School from 2014-2017 and has taught tennis to children through the 15 Love Program and at Tri-City Tennis in Latham.