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Alex Assaley - Premier Member
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AFS Financial Group
7610 Old Georgetown Rd., Plaza Level
Bethesda, MD 20814
Office: 301.961-8401
Mobile:
eMail:
AFS Financial Group is an independent full-service investment management and financial planning firm, and a Registered Investment Adviser through the state of Maryland, serving the DC metropolitan area since 1988. We have over 18 years of experience providing financial planning and investment services to corporations, foundations, and high net worth individuals.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser.
I specialize in qualified retirement plan design, management, and implementation, offering a full range of corporate retirement plan options including 401(k), profit sharing, defined benefit, and non-qualified deferred compensation plans.
In brief, I help companies manage their retirement plan by acting as a consultant/adviser - reviewing investment options, educating participants, and assisting trustees in meeting their fiduciary duties.
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