Welcome to Advantage Financial Group!  We offer investment advisory services, retirement planning, college savings plans, insurance, and annuities. We pride ourselves on assessing each client's unique needs and providing custom tailored solutions to meet those needs.  We invite you to browse our website. 

The How We Can Help You page explains the various options available to you.  Learn more about me and my staff, and a little bit more about our company.  The links to interesting videos and articles will help to expand your knowledge about a variety of financial topics. We encourage you to take the Riskalyze quiz to determine your tolerance for investment risk. Call today for an appointment and begin your journey with us.

Our Locations

Wallingford, CT Office


Carlsbad, CA Office