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Your Future

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.

What We Do

Estate Planning

Our Goal is Your Trust.

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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

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 an educator with Financial Education Partnership, one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country.

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 enjoys spending time with his family and has four grown children, all of whom he’s incredibly proud of. He’s also an avid golfer, a Boston sports enthusiast, and you will often find him at the Garden watching his beloved Bruins.

To schedule a complimentary consultation with Dana, simply call 781-245-5500 or Click Here to select an appointment time on Calendly.

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

Follow our blog to stay current on financial news and information! 

Blog Link - Click Here

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