Asset Management Group, Inc.

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Description

  • Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials.Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. We attribute our success to the following six elements: 1. Character: The integrity, honesty and trust-worthiness we exhibit are paramount to a functional relationship with our clients. 2. Chemistry: A connection between us and our clients engender confidence and satisfaction in our relationship. 3. Caring: We make every effort to work in the best interest of our client. 4. Confidence: Our clients have expectations about our capabilities, expertise, experience and professionalism that must be met and, ideally, exceeded. 5. Consultative: Our ability to combine and deliver the multitude of strategic, product, service and behavioral aspects of wealth management to our clients in a way that create a customized solution and experience. 6. Cost Effective: Our clients expect to pay for the expertise of an advice professional, but they want to pay a fair price for the right service. Asset Management Group, Inc. Blog- amgplanning.wordpress.com Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a registered investment advisor offering high net worth individuals personal advice.
  • location

    Headquarters:60 Long Ridge Road Suite 305, Town Of Stamford, Connecticut, United States

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  • Asset Management Group, Inc. phone

    Phone Number: +1 203-964-8300

  • Asset Management Group, Inc. website

    Website: https://www.amgplanning.com

  • Asset Management Group, Inc. employees

    Employees:19

  • Asset Management Group, Inc. revenue

    Revenue:$1 - 10M

  • Asset Management Group, Inc. legal name

    Legal Name:Asset Management Group, Inc.

  • Asset Management Group, Inc.'s Social Media

    Asset Management Group, Inc. linkedin Asset Management Group, Inc. facebook Asset Management Group, Inc. twitter
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  • |  NAICS Code: 524210  |

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CEO for Asset Management Group, Inc.

Legrand Redfield

President And Chief Executive Officer

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View Employees

Helen Redfield

Vice President Of Operations

Fpqp Michelle Ross

Vice President And Financial Planner

Fpqp Helen B. Redfield

Executive Vice President

Rownak Refath

Managing Director

Registered Michelle Hazzard

Registered Paraplanner And Executive Director

Frequently Asked Questions regarding Asset Management Group, Inc.

  • Where are Asset Management Group, Inc.'s Headquarters?

    Asset Management Group, Inc.'s Headquarters are in 60 Long Ridge Road Suite 305,Town Of Stamford,Connecticut,United States

  • What is Asset Management Group, Inc.'s phone number?

    Asset Management Group, Inc.'s phone number is +1 203-964-8300

  • What is Asset Management Group, Inc.'s official website?

    Asset Management Group, Inc.'s official website is https://www.amgplanning.com

  • What is Asset Management Group, Inc.'s Revenue?

    Asset Management Group, Inc.'s revenue is $1 - 10M

  • What is Asset Management Group, Inc.'s NAICS code?

    Asset Management Group, Inc.'s NAICS code is 524210

  • How many employees are working in Asset Management Group, Inc.

    Asset Management Group, Inc. has 19 employees

  • What is Asset Management Group, Inc.'s Industry?

    Asset Management Group, Inc. is in the industry of Financial Services

  • Who is Asset Management Group, Inc.'s CEO?

    Asset Management Group, Inc.'s CEO is Legrand Redfield

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