AFG In the News

<strong>Leonard Valletta among Best-In-State, </strong><em>second year in a row</em>

Leonard Valletta among Best-In-State, second year in a row

Len was recently recognized by Forbes magazine as one of it's 2021 Best-In-State Wealth Advisors . 

In practice with Albany Financial Group since 1984, Len acts as LPL’s Registered Principal for the office where he provides comprehensive financial planning and money management services to individuals and small businesses and specializes in retirement planning, investment management and estate planning.

A Magna Cum Laude graduate of Siena College, Len holds a Master’s Degree in Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. He is a member of LPL’s prestigious Chairman’s Council, for which less than 2% of the company’s 17,000 representatives qualify.

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.

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