Albany Financial Group
80 Wolf Road
Who Do We Best Serve?
The clients we serve best have the following qualities:
They are serious about organizing their financial futures through the use of comprehensive financial planning.
They are willing to delegate, appreciate and follow advice.
They focus on what's important, because life is short. They can delegate and target their valuable time and energy on those things in life that are truly valuable.
They want to hear the truth regarding their financial situation, no matter what.
Due to our experience with tax planning, Medicare and Social Security, those we serve best are nearing or thinking about retirement, ages 50-65.
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