- CRS Form
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, 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.
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
*Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through AJF Financial Services Inc. an SEC Registered Investment Advisor which is not affiliated with APFS.