Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
"Who we are is the possibility of abundance and financial freedom through sustainable investing!"
- Andrew Friedman, President & Founder AJF Financial Services
AJF Financial Services, Inc. was founded in 1991 with the purpose of providing comprehensive financial planning services to individuals, businesses and professionals. Andrew Friedman, President and Founder of AJF Financial Services, is a Certified Sustainable Investment Professional, Certified Financial Planner, a member of the Financial Planning Association and a Registered Investment Advisor. AJF Financial Services is committed to communicating financial concepts & creating customized strategies with our clients in a transparent manner, AJF Financial Services endeavors to help all of our clients reach their financial goals via our client centric approach towards financial guidance.
AJF Financial Services’ staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, they also discover that our staff truly cares about making their dreams a reality. We endeavor to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Growing your wealth requires patience and foresight. Consult with AJF Financial Services to help you build risk adjusted portfolios that align with your long-term goals.
A good defense is the best offense. Let AJF Financial Services review your current risk management strategies
Managing your company's retirement plan can seem complicated, but AJF Financial Services will make it easier. Consult with AJF Financial Services to determine benefit strategies that will position your employees for the future.
AJF Financial Services' experienced and enthusiastic team thrives on creating abundance for all of our clients. Please visit our team page to learn more about our team members.
Sustainability is at the core of everything we do on behalf of our clients. Please click below to learn more about what sustainability means to AJF Financial Services