Dana Rodrigues

About Dana Rodrigues

For over 25 years, I’ve been helping individuals, families and business owners achieve…

Experience

1. Financial Advisor Owner

   Affiliated Financial Group Inc

   Nov 2015 — Present

   Your goal is a financially secure and comfortable future, and our goal is to get you there. Experience makes the difference! At AFG we offer Comprehensive Financial Services: • Personal Financial Planning • Investments • Estate Planning • Retirement Planning • Insurance & Annuities • Accounting & Tax Strategy Services • Real Estate Financing If you have a money question, Affiliated Financial Group can help you find the answer – it’s that simple! Affiliated Financial Group 1 Albion Street, 3rd Floor Wakefield, MA 01880 Call: 78••••••00 Fax: 78••••••88 Cetera Branch #12214 Designated Supervisor: Gary Padussis, OSJ Dana Rodrigues is a Financial Advisor offering Securities and Advisory Services through Cetera Advisors LLC, Member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Affiliated Financial Group is not affiliated with Cetera Advisors, LLC.

Education

• Salem State University

  Bachelor of Business Administration (B.B.A.), Accounting

Skills

• Tax Advisory
• Roth Ira
• Personal Financial Planning
• Estate Planning
• Finance
• Investment Advisory
• Long Term Care Insurance
• Annuities
• Investment Advisory Services
• College Education Planning
• Wealth Management
• Real Estate
• Financial Services
• Mutual Funds
• Succession Planning
• Accounting
• Qualified Retirement Plans
• Financial Advisory
• Investments
• Insurance
• Disability Insurance
• Investment Strategies
• Financial Planning
• Securities
• Employee Benefits Design
• Retirement
• Trust Services
• Retirement Planning
• Life Insurance
• Iras
• Variable Annuities
• Mortgage Servicing
• Iras / Roth Ira's
• Employee Benefits