AFS Financial Group, A HUB International Company

We are a fee-based wealth management firm that acts in a fiduciary capacity to bring our clients financial confidence.

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General Information
Company Name
AFS Financial Group, A HUB International Company
Founded Year
1988
Location (Offices)
Bethesda, United States +1
Founders / Decision Makers
Alp Atabek - Founder and Managing Partner Jason Dahl - Director of Financial Planning Services
Number of Employees
11
Industries
Financial Services, Wealth Management
Funding Stage
-
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AFS Financial Group, A HUB International Company - Company Profile

AFS Financial Group, A HUB International Company is a fee-based wealth management firm founded in 1988. Specializing in personal asset management and comprehensive financial planning for individuals and families, the company prides itself on acting in a fiduciary capacity to bring clients financial confidence. They also excel in providing workplace retirement plans with comprehensive solutions for both firms and their employees. AFS Financial Group offers the experience and sophistication of a large institutional investment firm, combined with the tailored attention and client service unique to an independent, locally-owned company. Their expertise lies in the Financial Services and Wealth Management industries, positioning them as a key player in this space. Despite the lack of specific headquarters or recent investment data, AFS Financial Group's long-standing presence and focus on client-centric services make it a noteworthy player in the wealth management sector.

Taxonomy: Wealth Management, Financial Planning, Retirement Planning, Workplace Retirement Plans, Comprehensive Financial Planning, Estate Planning, Insurance Services, College Planning, Tax Planning, Financial Wellness, Social Security, Fiduciary Services, Independent Investment Firm, Client Service

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