Millie Yates's Colleagues at Affiliated Financial Group Inc
Millie Yates's Contact Details
781-245-5500
Affiliated Financial Group Inc
Millie Yates's Company Details
Providing Financial Services for both Family & Business with financial guidance, and insurance services. Working with clients on retirement, investment, and estate planning strategies.PERSONAL FINANCIAL NEEDS• Investment Strategies• Insurance Needs Analysis• Education Funding Strategies• Retirement Strategies• Estate Conservation StrategiesINVESTMENT & RETIREMENT PROGRAMS• Mutual Funds• Brokerage Services• Educational Savings Accounts• Retirement Plans• (401(k), SEP…)• Roth IRAs/IRA Rollovers• Non-qualified retirement savings• Deferred compensation plans• Institutional Investment Products & ServicesINSURANCE & ANNUITIES• Fixed and Variable Annuities• Disability Income Insurance Protection• Life Insurance – Term/Universal/Whole• Variable Universal Life Insurance• Long Term Care InsuranceAffiliated Financial Group1 Albion Street, Suite 300Wakefield, MA 01880Office: 781.245.5500Fax: 781.245.4488www.afgmoney.com *Financial Advisor offering Securities and Advisory Services through Cetera Advisors LLC., Member FINRA, SIPC. Affiliated Financial Group is not affiliated with Cetera Advisors, LLC.