At Alger Financial we partner with you to take the emotion out of these decisions and provide you with strategies designed to help you accomplish your unique personal and financial goals. Our goal is to help you know precisely where you are on your personalized path; whether you hope to accomplish a secure retirement, educate children or grandchildren, or provide security for your spouse.
We provide professional investment and risk management solutions, but the goals are uniquely yours. As we work together, we will thoroughly explain the recommended strategies, so that you’ll be comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you desire.
Over the years, we have learned that we tend to work well with two distinct groups of clients. The first is conservative individuals and families who are close to or in retirement. The second is corporate executives or business owners who are in transition in their lives, either personally or professionally. Whether you are changing jobs, leaving the workforce, or going through a divorce, we employ strategies which we will tailor to your specific situation.
*To honor our existing client relationships while providing you with outstanding service, comprehensive financial planning, and strategic portfolio management, we have established new client minimums of $500,000 in investable assets. This may be waived if your family has an existing relationship with our firm.
Please click on the video below for a demonstration on how we use the latest technology to help monitor progress toward your goals. Let’s get started today.
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.