About Us

A True Partner for Your Independent Practice

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.

Big Enough to Matter. Small Enough to Care.

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.

Our Services

Our Leadership

Gregory Leone, AIF®, CIMA®, CPFA

Director, Retirement Plan Services, Financial Advisor

203-542-2021

203-544-9967

gleone@gfginc.com

Helen Harrison

Chief Marketing Officer

203-544-9300 x 53

helen@gfginc.com

John DeSalva

President

203-544-9300

203-544-9967

john@gfginc.com

Robin Condon

OSJ Compliance & Supervision Manager

203-544-9300 x 51

robin@gfginc.com

Susan Schaeffer

Vice President

203-544-9300

susan@gfginc.com

Timothy J. Smith, CLU ChFC

Insurance Brokerage Manager

203-544-9300

203-544-9967

tim@gfginc.com

Our Core Values

Dedicated Support

From a background of client-facing advisors, we understand the challenges you face and offer hands-on, always-available support when you need it.

Culture of Belonging

We’re committed to nurturing a warm, small, and tight-knit community. We emphasize the development and value of long-standing relationships.

Uniquely Capable

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.

Forward-Looking

With sophisticated, innovative in-house tools and intuitive, custom technology platforms, we equip advisors to better serve their clients today and tomorrow.

Our Financial Partners

Parent Company: Cetera Advisor Networks

Our Custodian: Pershing

Learn more

Our Partner: AimcoR Group, LLC

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.

Learn more about AimcoR

Our Services

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.

Explore Services

Contact Us

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!

Contact Us

Our Team

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.

Meet the Team