73 Redding Road
PO Box 11
All You Need to Thrive in Your Independence
Georgetown Financial Group is built to help you fund your clients’ futures and that of your independent practice.
In the competitive world of finance and under such volatile market conditions, having the ability to provide truly independent advice and superior customer service is more important than ever. As an independent advisor, you’ll have the flexibility and freedom to put your client's best interests first and provide the personable service they value while enjoying the autonomy to run your business the way you desire. Click below to find out more about becoming an independent advisor.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Independent advisors enjoy freedom, flexibility, and the opportunity to build something of their own. But the day-to-day challenges of running your business can often get in the way of giving clients the personalized attention they deserve. Georgetown Financial Group exists to help advisors like you by providing advanced, comprehensive business solutions and a powerful network of advisor-focused support. We offer everything you need to run your practice and a partnership that can help take it to the next level.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Chief Marketing Officer
203-544-9300 x 53
OSJ Compliance & Supervision Manager
203-544-9300 x 51
Insurance Brokerage Manager
Director, Retirement Plan Services, Financial Advisor
Office Manager & Assistant to John DeSalva
Georgetown Financial Group has partnered with a leading independent broker/dealer and a leading national insurance marketing organization to deliver an advisor and client experience that is the best in the independent space and competes with the largest full service platforms. We strive to embody and embrace the multiple faces of independence while operating with the advantage of scale and resources. We’ve built an infrastructure to support you, our advisors, and your need for assistance with practically every facet of your independent practice.
Whether you’re just starting out, well established, or even planning your succession, Georgetown Financial Group offers a wide range of services to help facilitate the day-to-day and long-term challenges of running your independent practice.
Whether you’re just starting out, an established firm that’s ready for the next level, or you’re planning a succession or acquisition, GFG gives you a single source for sound, results-oriented business development solutions.
Financial advisors need every advantage they can get in this competitive industry. Our marketing team can help you refine your offer, identify your niche, and tailor your messaging to help you reach and gain new clients and keep existing ones.
Being independent doesn’t have to mean that you operate alone. As a part of the GFG advisor network family, you’ll have access to a wealth of support for compliance, supervision and business operations to help manage the details.
We are a founding member of AimcoR Group, LLC, offering a full-service insurance Brokerage General Agency to support you in all aspects of insurance sales. You and your clients will benefit from our resources and experience.
Neither Georgetown Financial Group nor Cetera Advisors Networks LLC are affiliated with or endorsed by AimcoR Group.