Phone: (856) 234-3055
Fax: (856) 234-1217
1. Established in 1983, Apogee Financial Services Group has been helping individuals and businesses achieve their personal and financial goals.
2. Our success is only made possible by the success of our clients and the strength of the relationships we build.
3. We are among Charles Schwab's premier Registered Investment Advisory firms.
4. We have the unique ability to offer our clients a broad range of financial products and services.
5. Our team of financial consultants have decades of experience in the areas of:
Personal and Business Financial Planning
Personal and Business Tax Planning
Business Succession Planning
Retirement Plannning & Retirement Income Solutions
6. All of the members of our team are college graduates with degrees in Accounting, Business and Finance.
Some members of our team also hold advanced degrees in Business and Law.
8. We use a team based approach to develop individually tailored solutions to meet your goals and objectives.
9. One of the main benefits of working with AFSG is our unique ability to provide clear, easily understood explanations of often times complicated financial products and services. This personalized approach that we provide is a roadmap for your financial prosperity and security.