A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.
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.
1 Albion Street, Suite 300 Wakefield, MA 01880 United States
We would love the opportunity to become your financial advisor.
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.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com
1 Albion Street, 3rd Floor, Wakefield, MA 01880 United States