Since our founding in 1990, we've worked hard to build products and services that allow independent advisors like you to focus on what matters most - helping your clients. Join our experienced network of like-minded advisors to take advantage of these offerings.
We embrace cooperation, rather than competition. As part of the AAG family and a valued team member, you benefit from:
Education is in place to support your growth. Here are some of our educational services:
Our goal is your expansion. With that in mind, we work with you on customized solutions that include the following:
Compliance is important when it comes to financial planning products and services. We offer the following:
We focus on removing the administrative "heaving lifting" from your process by providing:
Our geography encompasses New England and Upstate New York. Our in-person offices provide these and other benefits to financial advisors:
AAG also offers transition assistance, including an inclusive financial package, dedicated transition coach, transition aggregation tools, and in-office support. SmartSheet is also available to help you track accounts and assets during your changeover.
You launched your business to serve and help clients. AAG respects your entrepreneurship, offering a seasoned network and exceptional tools to aid in your expansion.
Founded in a family environment with a "yes" attitude, AAG's model provides customized solutions and a collaborative environment geared to your business's goals and objectives.
Contact us to learn more about how our cooperative network and supportive services can help your clients while supporting the development of your firm.