AFG Wealth

Easton, Maryland

5.0 (27 reviews)
Call (443) 249-3311 Visit website →

About

AFG Wealth is a boutique financial services firm in Easton, Maryland, offering financial planning, wealth management, retirement planning, estate and charitable planning, insurance solutions, and tax strategy services on a fee-based model. The firm uses proprietary Risk Number technology to assess investor risk tolerance and takes a collaborative, ongoing planning approach that adapts to changes in clients' circumstances and market conditions. AFG Wealth primarily accepts clients through personal referrals and positions itself as a multi-disciplinary practice that coordinates with clients' existing professional advisors or brings in specialized expertise as needed.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: Closed, Saturday: Closed
SEC registered
No
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