Our Financial Advisors and associates have more than 75 years of experience in the financial services industry. We are licensed professionals able to handle all of your investment and financial planning needs. We specialize in working with families and small businesses that enjoy a disciplined, conservative investment strategy and are willing to delegate some of the day to day responsibilities to a team of professionals. Our comprehensive financial planning approach is designed to help you accomplish your specific goals.
At Alger Financial, we focus solely on serving your needs and acting in your best interest at all times. We spend our time developing customized solutions for the unique challenges you face. As an independent practice, we’re not restricted to proprietary products or one-size-fits-all financial planning models. Our recommendations are not based on company quotas, but solely on what’s best for you.
Whether you are in the process of building wealth, maintaining your existing wealth with income distributions, or looking for a strategy so your assets may provide for future generations we are eager to assist you. We encourage you to contact our office for a complimentary consultation to see if a relationship with Alger Financial is right for you.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
