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How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.


We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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With over 100 years' collective experience, we'll help secure your legacy for future generations.

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Mortgage Services & Real Estate Financing

We have extensive experience managing high-net-worth portfolios.

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Let us help you make sure your business is poised for growth.

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Insurance & Annuities

Strike the perfect balance between work and leisure.

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Meet Dana Rodrigues<br/>

Meet Dana Rodrigues

With a mission to not only understand but surpass clients' aspirations, Dana founded Affiliated Financial Group in 2015. For over two decades, he's dedicated himself to serving individuals, families, and business owners with comprehensive financial solutions and personalized management strategies. His unwavering passion lies in helping others achieve their long-term financial goals.

Dana's influence extends to financial literacy as an educator at Financial Education Partnership, a distinguished nonprofit.

Dana holds a BS in Business Administration and Accounting and he's registered with Series 7, 63, and 65 through Cetera Advisors, LLC, and is licensed in Life, Accident, and Health Insurance. He's also a Licensed Mortgage Loan Officer.

Rooted in Boston, Dana treasures his heritage, valuing family time with his four accomplished children. Beyond finances, he's an avid golfer and unwavering Boston sports fan.

Fiduciary Commitment: Dana prioritizes your financial interests. As a fiduciary, he's bound by the highest ethical standards, making decisions solely for your benefit.

Confidentiality and Data Security: Your privacy is paramount. Dana ensures robust security measures to maintain strict confidentiality of your sensitive information.

Tailored Solutions: Understanding your aspirations, Dana crafts personalized strategies catering to your unique goals. Your financial success is his priority.

Please take a moment to read the Letter from Dana.

To consult Dana, call 781-245-5500 or visit the Calendly link to select a convenient appointment time.

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Empowering Individuals & Families
Who We Serve

Family Financial Planning

Family Financial Planning

Helping families build a solid financial foundation for a prosperous tomorrow.

High Net Worth Clients

High Net Worth Clients

Partnering with you to navigate the complexities of wealth management, guiding you towards your pursuit of financial success and legacy.

Pre-retirees and Retirees

Pre-retirees and Retirees

Guiding you towards a more confident retirement by creating a customized plan that aligns with your retirement goals and aspirations.

Small Business Financial Solutions

Small Business Financial Solutions

Providing tailored financial solutions to fuel the growth and success of your small business, so you can focus on what you do best.

Financial Empowerment for Young Professionals

Financial Empowerment for Young Professionals

Equipping young professionals with the knowledge and tools to take control of their finances and build a solid financial foundation for the future.

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