Affiliated Financial Group

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Affiliated Financial Group Helping You Achieve Your Financial Goals Affiliated Financial Group is not affiliated with Cetera Advisors, LLC.

At Affiliated Financial Group, our process begins with an in-depth discussion with our clients to identify, prioritize, and realize their financial goals. Whether you desire the retirement of your dreams, to purchase a vacation home or to fund your children's or grandchildren's education, we are here to enhance your understanding of what it will take to accomplish your objectives and help you map a course to reach your destination. The offering of financial planning services we provide includes...

• Personal Financial Planning
• Investments
• Wealth Management
• Social Security Guidance
• Estate Planning
• Retirement Planning
• Insurance & Annuities
• Accounting & Tax Strategy Services
• Real Estate Financing / Mortgage Refinancing

Don't delay! Call Dana for a Complimentary Consultation today... 781-245-5500.

*Financial Advisor offering Securities and Advisory Services through Cetera Advisors LLC., Member FINRA, SIPC, a broker/dealer and Registered Investment Adviser.

10/26/2026

Payroll doesn't wait for your customers to pay — here's how to see the gap coming before it becomes a crisis.

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with h...
10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/26/2026

Could your portfolio benefit from a zero-coupon bond?

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where ...
10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

10/23/2026

It isn’t about having one perfect vacation; it’s about having enough diversity for every generation to find their own reason to fall in love with the destination.

10/22/2026

Household wealth is flowing from property to stocks

The average college senior graduates with credit card debt. How will your kids manage money?
10/21/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

10/20/2026

The 3.6% cost-of-living adjustment for 2027 will give Social Security beneficiaries the largest benefit increase since 2023.

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Address

1 Albion Street
Wakefield, MA
01880

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17812455500

Website

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