top of page

WHO WE ARE

ALG Financial Services, Inc. is a strategic consultancy firm determined to bridging financial resources by​​​providing guidance, education, and expertise in customized wealth management and planning services, including charitable giving expertise. We aim to help simplify complex financial strategies and keep our clients informed, confident, and assured, and take pride in understanding affluent women who have recently divorced or been widowed to regain financial independence and achieve life goals.

R.jpeg
OUR VALUES

At ALG Financial, our mission is to be ethical role models by building relationships based on honesty, trust, and integrity. We strive for excellence in everything we do, ensuring we fulfill our responsibilities with care and dedication. As fiduciaries, we are committed to acting in your best interest and helping you achieve your financial goals. Your success is our top priority, and we take this responsibility very seriously through these values:

Integrity:
We will always commit ourselves to protect and promote the interests of our clients and will always conduct ourselves in a way that reflects well on our profession.​

Honesty:
We will be totally honest when explaining our education and business backgrounds, professional designations, and years of industry experience.​

Trustworthiness:
We will be completely truthful by not exaggerating the realistic returns or future value one can expect from any product, transaction, service, or investment that we may recommend.​

Loyalty:
We will always disclose the important features of a product, transaction, service, or investment and disclose potential risks that may negatively affect future performance or value.​

 

Leadership:
We will always consider both our client’s current and future needs to determine the proper suitability of any recommendations that we may make.​

Respect for Others:
We will respect the confidentiality of any information entrusted to us or obtained in the course of our business or professional activities.​

Law Abiding:
We will only use sales presentations and advertising materials, including product illustrations that are completely accurate and compliant with state and federal regulations.
​
Accountability:
We will always provide our clients with copies of all required documents that relate to the product, transaction, service, or investment that we have recommended to them.​

OUR COMMITMENT:

Always Putting Your Best Interests First​

  • Providing affordable financial solutions consistent with your core values and objectives​​

  • Communicating clearly and forthrightly in all matters, providing conspicuous, full, and fair disclosure of all facts

  • Strategically discussing money issues - How do you want your money to work for you?​

​

Exceeding Expectations

  • Acting with prudence; that is, with the skill, care, diligence, and good judgement as professionals

  • Fully disclosing and fairly managing, in your favor, any unavoidable conflicts​​

  • Assisting our clients with their financial futures, working hard to earn their loyalty every day.​* ALG Financial is not a licensed attorney.

bottom of page