Who we are today.

We operate as Registered Broker/Dealer, insurance agency and investment advisory firm for independent financial representatives and investment adviser representatives as well as financial institutions. Our professionals have the experience to develop and market highly flexible financial programs designed to expand your business and to satisfy your most demanding customers.

Whom we serve.

We provide competitive products and services to support the customer's needs. We offer a well-balanced and personalized approach to providing investment services to retail investors. We and our strategic partner, Affiliated Financial Services (Affiliated Financial), have an extensive list of selling agreements among our investment companies, insurance companies, and investment adviser business relationships. These partnerships are designed to provide substantial support for the investment needs of institutionally networked accounts, independent financial representatives, investment adviser representatives and, ultimately, to the retail investors.

Our mission.

Our mission is to assist you in achieving your goals and financial objectives as you assist your clients in meeting theirs. We do so by providing individualized attention and delivering unequaled prompt, courteous and knowledgeable service and support to you as your partner.

If we fulfill our partnership responsibility to you, our relationship will last. At AFS Brokerage, we dedicate ourselves to making our Broker/Dealer relationship with you the only relationship you'll need for the rest of your career.

Our relationships.

AFS Brokerage has built its business the same way you built your own business and clientele: by meeting the people and spending some time together talking about what's important to the client. Why did the client choose you over other Reps? It's because the client trusted you and felt comfortable working with you.

You want to pick your Broker/Dealer the same way. This business is built on relationships and trust. And you can trust that we will treat you every bit as well as you treat your clients.

Make the right choice. Evaluate the people behind the Broker/Dealer before making a commitment.