@aggregatefinancialgroup.com
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AFG | East Providence RI is a holistic financial services firm dedicated to providing customized solutions for individuals and employers. With a team of experienced financial professionals, AFG leverages a broad range of industry resources to help clients achieve great efficiencies, cost savings, and confidence in their financial roadmap. The company believes in providing superior service in a proactive environment, taking responsibility for the clients they serve.
AFG offers a range of services, including individual and group client service models, PlanWell for business, and Coverpath Get a Quote tools. Whether you're looking for tax resources, calculators, or investor360, AFG has the tools you need to make informed financial decisions. The firm's process involves designing a personalized financial plan and monitoring progress on an ongoing basis.
AFG collaborates with family members, business partners, and other financial professionals to ensure all pieces come together effectively. They also help clients implement their financial plans by recommending various strategies and a broad array of financial products. For dependable and comprehensive financial services, trust AFG | East Providence RI to guide you towards your financial goals.
Contact them today to learn more and schedule an appointment
Company Type
Partnership
Company Size
2-10
Year Founded
2016
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