Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Westlake, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$400,000.00
# of Accounts
600
Avg Client Age
53
Overview

AMFG Wealth Management LLC along with our sister firm A & M Financial Group Inc ., is a financial planning firm that offers clients a unique diversification model designed to maximize a lifetime of saving. We have been in the industry for 30 years and are currently in a period of growth and expansion.
AMFG has been providing financial advice/services in Northeast Ohio for over 30 years. In addition to financial services, AMFG also works hard to meet the needs of emerging growth enterprises, investment clients and companies, by offering a myriad of investment vehicles.

AMFG also has relationships with a large number of schools systems and not for profits in which we are one of their 403b providers.

Through our numerous relationship we are able to provide investment and fiduciary services to employers with up to 1,000 employees for their 401k

As an Independent, fee-only Registered Investment Advisor, we offers no proprietary products, nor is he required to meet any sales goals or performance quotas. This ensures that AMFG's goals are mirrored to those of his clients.

Our Professionals have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.

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