Allegiance Financial Group Advisory Services

EST. AUM
$674,998,291

CONTACTS
6

CLIENT ACCOUNTS
1,525

Firm Details

Metro area Washington, DC
CRD Number 313110
Website afgas.net
Client types

Overview

AFGAS operates as a cohesive team, utilizing extensive collective experience to create personalized retirement and wealth management strategies for individuals and families. Clients work closely with a designated CERTIFIED FINANCIAL PLANNER™ professional who acts as their main point of contact and collaborates with other experts like CPAs and attorneys to assess their financial circumstances thoroughly. The company aims to provide a comprehensive and well-coordinated approach that improves all aspects of clients' financial health.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Allegiance Financial Group Advisory Services

Platform Details

Investment Preferences

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Address

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