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What We Do

Estate Planning

Our Goal is Your Trust.

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Investments

Your Money, Your Dreams, Our Commitment.

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Retirement Planning

Focused on Your Future. 

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Tax & Accounting Services

Experience Makes the Difference.

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Mortgage Services & Real Estate Financing

We’ll Guide You Home.

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Insurance & Annuities

Protect What Matters Most To You.

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Meet Dana Rodrigues

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.

About Us

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.

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Our Mission

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.

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Our Process

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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Our Blog

Weekly Economic Update for April 29, 2019

Apr 30, 2019 by Affiliated Financial Group

In this week’s recap: stocks come all the way back from their December lows, Q1 growth surpasses expectations, and earnings take center stage.

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Weekly Economic Update for April 15, 2019

Apr 15, 2019 by Affiliated Financial Group

In this week’s recap: stocks advance after earnings season gets off to an encouraging start, and consumer prices rise the most in more than a year.

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Credit Cards versus Debit Cards

Apr 01, 2019 by Affiliated Financial Group

Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used...

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