AGGREGATE FINANCIAL GROUP
Comprehensive Made Simple...
AFG is a holistic financial services firm. AFG seeks to leverage a broad range of industry resources to provide clients with customized solutions that help fit their unique needs. AFG works with employers to help create great efficiencies and cost savings. AFG works with individuals to provide confidence with their financial roadmap.
We have an experienced team of financial professionals who provide consistent service with deep integrity. AFG believes that when we are honored with the opportunity to service a client that it is our responsibility to provide that client with superior service in a proactive environment. The only reason we are here is to provide world class service to our clients.
AFG delivers independent advice.
As financial advisors, AFG offers unbiased and unrestricted advice and recommendations.. We believe every relationship starts with a blank piece of paper with no products to sell.
For individuals, once we have implemented your personal financial plan, we continue to develop our relationship with you. So much of Financial Planning is about mutual trust and respect, whether in the context of helping you invest for the future, protect your family or reduce your taxes. We understand that the topics discussed can be sensitive, and the questions we ask can be probing. AFG’s motivation is to make sure we ask questions that are designed to help determine the most appropriate strategies for your financial future.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 501 Wampanoag Trail, Riverside,rhode Island 02915,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- aggregatefinancialgroup.com
- Keywords
- retirement, wealth management, employee benefits, education funding, estate planning, trusts and gifting, retirement plan consulting, executive benefits, asset protection, life insurance, disability insurance.
- HQ
- Riverside, Rhode Island
Aggregate Financial Group Questions
Aggregate Financial Group's website is aggregatefinancialgroup.com
Aggregate Financial Group's LinkedIn profile is https://www.linkedin.com/company/aggregatefinancial
Aggregate Financial Group has
2 employees.
View email and phone details for 2
employees at Aggregate Financial Group.
Aggregate Financial Group's industry is
Financial Services
Aggregate Financial Group's top competitors are
Curate Insights,
Baystate Financial,
Servicenow,
Oshi Health,
Daniels & Tredennick Pllc,
Zscaler,
Cloudflare.
Aggregate Financial Group's categories are Financial Services
Aggregate Financial Group's founding year is 2016
