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

Founded in 1983, Apogee Financial Services Group is a third generation, family owned and operated business. Over the course of our history, and through recurring market corrections, we have worked with our clients to ensure that they have taken the necessary steps to preserve and protect their wealth.

With decades of experience, our staff is ready to assist you with the articulation, implementation and achievement of your financial goals. Unlike our larger competitors, you won't find yourself lost among thousands of clients.

You are unique, shouldn't the design of your financial, retirement and estate plans be?

Experience has taught us that choosing the right clients is just as important as the services we provide. We only work with individuals, families and businesses whom we know we can help. Our relationships are built upon a mutual understanding of your goals and how we can help you achieve each and every one of them with a minimum of risk of loss to your Nest Egg.

Question to ask yourself:

Would you rather work with a large national company that treats each and every client like a number? or would you rather work with a small, experienced team of professionals who know you and your family on a personal level, and are sensitive to the importance of truly knowing your client.