AFG Wealth

AFG Wealth

Financial Services 8706 Commerce Dr 9 employees
Employees
9
Contacts
4
Emails
4
Phones
2

AFG Wealth Overview

Headquarters
8706 Commerce Dr
Industry
Financial Services
Employees
9
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About AFG Wealth

AFG Wealth is a boutique financial planning firm with broad alliances and resources committed to understanding our clients and designing personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our clients' best interests at all times. We concentrate in the areas of Qualified Retirement Plans * Financial Planning * Wealth Management * Estate Planning * Charitable Giving We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Brett Sause is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither AFG Wealth nor New York Life Insurance Company or its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. AFG Wealth is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Brett Sause is not licensed in all jurisdictions. CA Lic. #0L96281 8706 Commerce Drive, Suite 1 Easton, MD 21601 443-249-3311

AFG Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

AFG Wealth Org Chart

Sample employees and titles
Name Title Contact
Janet M. Rice Customer Services Manager at Atlantic
Email
Greg Kennedy Atlantic Financial Group, Llc
Email Phone
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® CEO of Afg Wealth and Captain
Email
Janet Rice Client Services Manager at Atlantic
Email Phone

Employees by Management Level

Manager 3 profiles
Executive 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0

Compare Similar Companies to AFG Wealth