Our Services

Advantage Financial Group provides financial planning services to address our clients' needs.  These services can include retirement planning, estate planning, asset allocation, investment management, budgeting and college planning.  We also provide risk management including life insurance, disability insurance, long-term care insurance and major medical insurance.

Additionally, we provide benefits for small business owners and their employees including retirement plans, major medical, dental, long and short-term disability and other insurance plans.

Our firm believes in providing services in the manner that best suits our clients' needs.  Consequently, we can work on either a fee or a commission basis.

Our broker/dealer is National Planning Corporation.  Please use the link to the right to visit the National Planning website.

Online access to your accounts can be established by signing up for a user ID and password.  Please contact our office for information.  Clients with an existing ID and password may access their accounts by using the link at the right: "Your Accounts on Albridge Solutions".