Comprehensive Planning to Protect What Matters Most
Striving to Help You Live Your Dreams.
Our strength is in our service and your best interest always comes first.
Through developing deeply rewarding and personally fulfilling long-term relationships with our clients and their families AFG has earned a reputation for excellence in our industry. Our clients are provided the highly personalized experience they seek and outstanding client services they deserve.
AFG offers comprehensive and innovative financial strategies to successful individuals, families, and businesses who count on us to provide responsive, personal service and strategic asset management. Ultimately, our goal is to establish long-lasting relationships built on integrity and mutual trust as we help guide our clients along the path toward financial well-being.
A strong planning process is the best way to create a better financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Dana started Affiliated Financial Group in 2015, with one goal in mind, to fully understand his client’s goals and strive every day to exceed them. Dana has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized management strategies for over 20 years. He is passionate about helping people pursue their long term financial objectives. He believes everyone deserves the opportunity to face the future with confidence and hope, and works every day to help lead his clients firmly in that direction.
Dana is a graduate of Salem State University with a Bachelor of Science in Business Administration and Accounting. He holds his Series 7, Series 63 and Series 65 registrations with Cetera Advisors, LLC.He also holds his Life, Accident and Health Insurance license, and is a Licensed Mortgage Loan Officer.
Dana is a proud lifelong Bostonian. He grow up in East Boston and currently lives in North Andover with his four children. He enjoys spending time with his family and is a Boston sports enthusiast, you will often find him at the Garden watching his beloved Bruins.
Eleanor has been working with Dana since September 2012. She brings with her 20 years of experience in the financial services industry. In addition to her extensive experience and her excellent work ethic, Eleanor’s friendly, outgoing personality helps foster the warm, familial atmosphere that sets AFG apart. She is responsible for running the day-to-day operations of the firm while providing the best service possible to our clients. She values the bond she has with our clients, and enjoys the varied challenges of her role.
Eleanor lives in Saugus with her husband Brian and two sons. Eleanor is an active volunteer in the Saugus school community. Eleanor is a big fan of all Boston sports. She enjoys spending time with her family, spending time at the beach and cheering her boys on in their athletic and academic achievements.
In this week’s recap: the S&P 500 and Dow Jones Industrial Average close at historic peaks after bulls consider Capitol Hill testimony from Federal Reserve Chairman Jerome Powell; tame inflation persists.
Financial Advisor offering Securities and Advisory Services through Cetera Advisors LLC, member FINRA/ SIPC, a broker/dealer and a Registered Investment Adviser. Affiliated Financial Group is not affiliated with Cetera Advisors LLC.
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1 Albion Street, 3rd Floor, Wakefield, MA 01880 United States