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Who We Are

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.

Who Are Our Clients

Every client has an interesting, unique story to tell and the need for a personalized approach to investing and finance. While each path is distinctive some clients come to us as they transition through significant changes in their life. This can be a shift to retirement, marriage, business ownership, individuals with financial planning needs or just someone looking to invest their hard-earned money through smart investing and tax planning strategies. We help devise an optimal plan specifically tailored to your needs and goals in ways that maximizes return while minimizing risk.

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, but 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 go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

We provide added value to our client by applying additional layers of screening that distinguishes investments based on Environmental, Social and Governance (ESG) criteria. Our ESG screening process and various shareholder advocacy initiatives adds a level of commitment to our client’s well being uncommon in our industry. AJF Financial Services does everything in our power to represent our clients, our employees, the environment, and our community in every aspect of our business.