


Affiliated Financial Group Inc Revenue
Financial Services • Wakefield, Massachusetts, United States • 1-10 Employees
Affiliated Financial Group Inc revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Affiliated Financial Group Inc
Dana Rodrigues
Financial Advisor | Owner
Company overview
| Headquarters | 1 Albion Street, 3rd Floor, Wakefield, Massachusetts 01880, US |
| Phone number | +17812454488 |
| Websites | |
| NAICS | 52 |
| Keywords | Business Finance, Personal Finance, Real Estate Financing, Investing, Succession Planning, Employee Benefits, Wealth Management, Education Planning, Annuities, Tax & Accounting, Insurance, Financial Planning, Estate Planning, Retirement Programs, Trust Planning |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Affiliated Financial Group Inc Email Formats
Affiliated Financial Group Inc uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@afgmoney.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@afgmoney.com | 100% |
About Affiliated Financial Group Inc
Providing Financial Services for both Family & Business with financial guidance, and insurance services. Working with clients on retirement, investment, and estate planning strategies. PERSONAL FINANCIAL NEEDS • Investment Strategies • Insurance Needs Analysis • Education Funding Strategies • Retirement Strategies • Estate Conservation Strategies INVESTMENT & RETIREMENT PROGRAMS • Mutual Funds • Brokerage Services • Educational Savings Accounts • Retirement Plans • (401(k), SEP…) • Roth IRAs/IRA Rollovers • Non-qualified retirement savings • Deferred compensation plans • Institutional Investment Products & Services INSURANCE & ANNUITIES • Fixed and Variable Annuities • Disability Income Insurance Protection • Life Insurance – Term/Universal/Whole • Variable Universal Life Insurance • Long Term Care Insurance Affiliated Financial Group 1 Albion Street, Suite 300 Wakefield, MA 01880 Office: 781.245.5500 Fax: 781.245.4488 www.afgmoney.com *Financial Advisor offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Affiliated Financial Group Inc has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Affiliated Financial Group Inc has never raised funding before.
Affiliated Financial Group Inc Tech Stack
Discover the technologies and tools that power Affiliated Financial Group Inc's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Analytics
Frequently asked questions
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