Broker Check

Anderson Financial Management Group

Anderson Financial Management Group

Certified Financial Planner

(909) 798-6005
danderson@cfiemail.com

Anderson Financial Management Group Advantage: Helping Shape and Secure Financial Futures since 1987

  • Anderson Financial Management Group (AFMG) was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence and peace of mind. We take the time to understand our clients’ values and personal goals. We become your financial partner and tailor a financial plan to meet your specific needs, and together we turn your financial dreams into attainable goals.
  • Anderson Financial Management Group cultivates highly skilled and knowledgeable Certified Financial Planners and Registered Investment Advisors. Our advisory team is informed, up-to-date, and experienced in all aspects of financial planning, asset management, investments, insurance services, retirement planning, and our team consults on wealth transfer issues and estate tax reduction/elimination. AFMG is able to target the strategies and products that will provide solutions to your current financial challenges and benefit your long-term goals. We are professionals who have no proprietary products. This allows AFMG Advisors the freedom to research and present the very best products available to our clients.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to achieve your financial goals. 

Anderson Financial Management Group is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (909) 798-6005.