73 Redding Road
PO Box 11
Established in 1991, Georgetown Financial Group exists to empower you as an independent advisor to be the trusted guide of your clients’ financial futures. With our background as client-facing advisors, we have the direct experience and the resources to help you meet your objectives and advance your business to the next level. Whether you are an emerging practice still building your client roster, an established firm looking to refine your service model and target a niche, or a transitioning firm contemplating an appropriate successor, we can assist you every step of the way. We are a true partner offering a sense of belonging, flexibility, and a solid foundation for your immediate needs and long-term challenges.
At Georgetown Financial Group, our advisors are known and cared for through a powerful network of advisor-focused support and advanced, comprehensive business solutions. We have all the trappings of a large network but the approach of a small business. You’ll enjoy a collaborative culture that treats you like family while also ensuring that you have all you need to take your business to the next level. Find out what it means to enjoy fully supported independence as a GFG network advisor. Click below to learn more.
Director, Retirement Plan Services, Financial Advisor
Chief Marketing Officer
203-544-9300 x 53
OSJ Compliance & Supervision Manager
203-544-9300 x 51
Insurance Brokerage Manager
From a background of client-facing advisors, we understand the challenges you face and offer hands-on, always-available support when you need it.
We’re committed to nurturing a warm, small, and tight-knit community. We emphasize the development and value of long-standing relationships.
We have unique and direct experience supporting the growth of both emerging and established firms and work hard to optimize solutions you won’t find elsewhere.
With sophisticated, innovative in-house tools and intuitive, custom technology platforms, we equip advisors to better serve their clients today and tomorrow.
AimcoR group is a national Insurance Marketing Organization that distributes and services insurance and retirement products through a variety of platforms. To learn more about our partnership, click below.
Neither Georgetown Financial Group nor Cetera Advisors Networks LLC are affiliated with or endorsed by AimcoR Group.
We are a one-stop shop designed to assist advisors with all your operational and business development needs. Let us be a true partner to you and your practice.
Ready to build something better together? Our team of caring, dedicated professionals are always standing by. Contact us today to get started. We look forward to working with you!
Our team is uniquely positioned and experienced for supporting the growth of your emerging practice or established firm. We’ll work hard to optimize solutions for your complex challenges.