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.

10/16/2026

U.S. Service Members should consider taking advantage of programs that are available.

10/16/2026

Weak passwords, outdated software and poor Wi-Fi security can let strangers access your home camera.

10/15/2026

Here's how a financial operating system delivers decision-ready information before the opportunity to act disappears.

Inflation isn’t temporary, it’s something your financial plan should expect.The goal isn’t perfection. It’s adaptability...
10/14/2026

Inflation isn’t temporary, it’s something your financial plan should expect.

The goal isn’t perfection. It’s adaptability.

If rising costs feel heavier than they should, it may be time to revisit your strategy.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Life expectancies are rising, which can mean more years to enjoy retirement.1 But a longer life also means needing your savings to last longer.

10/12/2026

With prices at record highs and inventory locked up, house hunters are left with dwindling financing options.

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“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...

"The only things certain in life are death and taxes." Benjamin Franklin
10/12/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

An ILIT could play a role in your estate strategy.
10/09/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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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