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If you are a resident of New York State and have an active life insurance policy or annuity contract, a recent Executive Order has been issued that could impact your policies.
Our experienced professionals have helped many people just like you pursue their financial objectives.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team approach offers a range of services to provide more benefits to our clients.
Our mission at Advanced Group Financial Services and CLASS Advisors is simple: we strive to make a positive difference in the lives of our clients. You provide the aspirations. We supply the experience, knowledge and commitment to personal service to help you achieve them.
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.