Investment
Advisory Services:
The AFS Investment Advisory Division is an independent, fee-based Registered Investment Advisor with a management team that averages over twenty years of portfolio management and security research expertise. -more
Qualified
Retirement Plans:
The AFS Qualified Retirement Plans Division specializes in creating successful retirement plan experiences for employers and employees. Our services run the full life cycle for retirement plans - from plan design and implementation to monitoring and communication.
Employee Benefits:
The AFS Employee Benefits Division is an independent, full service employee benefits advisor that works closely with employers to formulate their overall employee benefit goals and to provide creative solutions to meet those goals. - more
Client Directed Investments:
The AFS Client Directed Investment Services Division offers clients an investment option for those who choose to have full discretion over their account, while having access to independent advice along with a complete range of financial products.
