1 Albion Street
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Perception vs. Reality
Safeguard Your Digital Estate
A Fruitful Retirement: Social Security Benefit
Should You Tap Retirement Savings to Fund College?
Saving for College 101
Choosing a Mortgage
To Buy or Not to Buy
Our Goal is Your Trust.
Your Money, Your Dreams, Our Commitment.
Focused on Your Future.
Experience Makes the Difference.
We’ll Guide You Home.
Protect What Matters Most To You.
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 grew up in East Boston and currently lives in North Andover. He has four grown children all that he is incredibly proud of. 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.
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.
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