AFC Planning Group Partners with Affiliated Advisors to Elevate Client Service with Enhanced Technology
AFC Planning Group Partners with Affiliated Advisors
In a strategic move aimed at enhancing their client service capabilities, AFC Planning Group, a respected wealth advisory firm in Melville, NY, has officially joined forces with Affiliated Advisors. This partnership, which brings with it an impressive $110 million in client assets from LPL Financial, marks a significant milestone in AFC Planning Group's ongoing commitment to providing exceptional advisory services.
Founded in 2008 by seasoned financial professionals Lou Addesso and Frank Fattizzi, AFC Planning Group is known for its dexterous handling of high-net-worth individual portfolios as well as small and medium-sized business finances. The firm has cultivated a reputation for its consultative approach, characterized by integrity and responsiveness, which has resulted in a loyal clientele that appreciates their holistic understanding of financial needs.
When asked about the motivation behind aligning with Affiliated Advisors, Lou Addesso stated, "Our decision to transition to Affiliated Advisors was driven by the need for better tools and support systems. The leadership and operational reliability we've encountered have reassured us that we have made the right choice. The advisor-first culture at Affiliated Advisors resonates with us, and we see this as an opportunity to align our growth ambitions with a firm that fully understands our ethos."
In a similar vein, Frank Fattizzi echoed this sentiment, asserting that the move not only enhances their operational capabilities but also enriches the client experience. "At AFC, we've always prioritized our clients, not just by understanding the numbers, but by truly knowing their individual backgrounds and needs. Joining Affiliated Advisors will enable us to expand upon this ethos, thanks to the enhanced resources and support we will now have access to."
Affiliated Advisors specializes in empowering independent financial advisors by offering a robust suite of tools encompassing business management, compliance, technology, marketing, and comprehensive investment advisory solutions. Their support infrastructure is specifically designed to assist advisors in streamlining operational processes, achieving scalable growth, and enhancing overall client service.
"We are thrilled to welcome Lou and Frank into the Affiliated Advisors community," remarked Trisha Qualy, Managing Partner at Affiliated Advisors. "They exemplify the values that matter to us at Affiliated Advisors, particularly our commitment to building relationships grounded in client service. With the advanced resources and support available through Osaic Wealth and Affiliated Advisors, their firm is better positioned than ever to scale their practice while continuing to offer their clients unparalleled service."
This partnership not only represents a milestone for both AFC Planning Group and Affiliated Advisors but also reflects a larger trend in the advisory industry, where firms seek synergies that enhance their service offerings and operational efficiencies. By coming together, they are poised to deepen their impact in the wealth management landscape, with a focus on integrity, responsiveness, and client-centric values.
The journey ahead for AFC Planning Group is certainly bright as they embrace new opportunities with Affiliated Advisors, exemplifying the evolution of wealth management in today’s rapidly changing financial environment. As they integrate these new capabilities, clients can look forward to an even more personalized and responsive financial advisory experience.
In a strategic move aimed at enhancing their client service capabilities, AFC Planning Group, a respected wealth advisory firm in Melville, NY, has officially joined forces with Affiliated Advisors. This partnership, which brings with it an impressive $110 million in client assets from LPL Financial, marks a significant milestone in AFC Planning Group's ongoing commitment to providing exceptional advisory services.
Founded in 2008 by seasoned financial professionals Lou Addesso and Frank Fattizzi, AFC Planning Group is known for its dexterous handling of high-net-worth individual portfolios as well as small and medium-sized business finances. The firm has cultivated a reputation for its consultative approach, characterized by integrity and responsiveness, which has resulted in a loyal clientele that appreciates their holistic understanding of financial needs.
When asked about the motivation behind aligning with Affiliated Advisors, Lou Addesso stated, "Our decision to transition to Affiliated Advisors was driven by the need for better tools and support systems. The leadership and operational reliability we've encountered have reassured us that we have made the right choice. The advisor-first culture at Affiliated Advisors resonates with us, and we see this as an opportunity to align our growth ambitions with a firm that fully understands our ethos."
In a similar vein, Frank Fattizzi echoed this sentiment, asserting that the move not only enhances their operational capabilities but also enriches the client experience. "At AFC, we've always prioritized our clients, not just by understanding the numbers, but by truly knowing their individual backgrounds and needs. Joining Affiliated Advisors will enable us to expand upon this ethos, thanks to the enhanced resources and support we will now have access to."
Affiliated Advisors specializes in empowering independent financial advisors by offering a robust suite of tools encompassing business management, compliance, technology, marketing, and comprehensive investment advisory solutions. Their support infrastructure is specifically designed to assist advisors in streamlining operational processes, achieving scalable growth, and enhancing overall client service.
"We are thrilled to welcome Lou and Frank into the Affiliated Advisors community," remarked Trisha Qualy, Managing Partner at Affiliated Advisors. "They exemplify the values that matter to us at Affiliated Advisors, particularly our commitment to building relationships grounded in client service. With the advanced resources and support available through Osaic Wealth and Affiliated Advisors, their firm is better positioned than ever to scale their practice while continuing to offer their clients unparalleled service."
This partnership not only represents a milestone for both AFC Planning Group and Affiliated Advisors but also reflects a larger trend in the advisory industry, where firms seek synergies that enhance their service offerings and operational efficiencies. By coming together, they are poised to deepen their impact in the wealth management landscape, with a focus on integrity, responsiveness, and client-centric values.
The journey ahead for AFC Planning Group is certainly bright as they embrace new opportunities with Affiliated Advisors, exemplifying the evolution of wealth management in today’s rapidly changing financial environment. As they integrate these new capabilities, clients can look forward to an even more personalized and responsive financial advisory experience.
Topics Financial Services & Investing）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.