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
Company Details
- Employees
- 9
- Founded
- -
- Address
- 8706 Commerce Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- atlanticfinancialgroup.org
- Keywords
- Easton.
- HQ
- Easton, Maryland
Afg Wealth Questions
Afg Wealth's website is atlanticfinancialgroup.org
Afg Wealth's LinkedIn profile is https://www.linkedin.com/company/atlantic-financial-group-llc
Afg Wealth has
9 employees.
View email and phone details for 9
employees at Afg Wealth.
Afg Wealth's industry is
Financial Services
Afg Wealth's top competitors are
Efg Holding,
Envestnet | Moneyguide,
Acore Capital,
Pharmerica,
Kimberly-Clark Professional,
Chevy Chase Trust,
Grt Financial, Inc.,
Battle Creek Games,
Air Asia Company Limited,
Octonius.
Afg Wealth's categories are Financial Services
Afg Wealth's founding year is 1999
