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Provides Financial Services for both Family & Business. Working with clients on retirement, investment, tax service and estate planning strategies.
For 20 years, Dana has been helping individuals, families and business owners pursue their financial goals. Dana started Affiliated Financial Group with one objective in mind, to fully understand his clients’ goals and strive every day to exceed them. The personalized and holistic approach connects every aspect of your financial picture and allows us to ensure that our financial strategy fits who you are and where you are going.
We work with a trusted network of CPA’s, Estate Planning Attorneys, Business Planning Attorneys, Banks and other resources to provide you with a tremendous array of financial services. No matter what your financial planning need, AFG has professionals available to help!