Proudly Celebrating 40 Years of Helping Families, Individuals and Businesses Achieve Their Financial Goals.

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 Trusted Independent 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:

Wealth Management

Personal and Business Financial Planning

Personal and Business Tax Planning

Business Succession Planning

Retirement Plannning & Retirement Income Solutions

Estate Planning

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.

7. We Actively Participate in Your Success.

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.