09/18/2021

Work for an Organzation that Cares About Your Growth

Is It Time to Leave Your Current RIA Relationship and Search for Greener Pastures?

If A&M LOGOyou find yourself in a frustrating RIA arrangement where you're paying exorbitant fees, earning low payouts, receiving little or no business development or marketing support, or constantly mired in compliance restrictions, then it might be time to consider your options.

AMFG Wealth Management LLC (a division of A & M Financial Group) strives to foster individualized, career-advancing relationships with our independent advisors that focus on your professional growth, new business development and bottom-line success.

A & M FINANCIAL GROUP ADVISOR BENEFITS

PROFESSIONAL GROWTH

NEW BUSINESS DEVELOPMENT

BOTTOM-LINE
SUCCESS

Education Reimbursement

Business Autonomy: Market & Promote Yourself As Your Own Entity If Desired

Advisor Seminars (Remote)

Annual & Quarterly Training Sessions (Remote)

Individualized Marketing Support

Outstanding Lead Generation Program

Preset Appointments To Help Grow Your Business

Case Support Assistance: Variable Life, Long Term Care, Life Insurance, Group Health, Retirement Plans, DI Plans

 

Highly Competitive Payouts (Some Of The Best In The Industry)

Low Monthly Association and Technology Fees

Maintain Full Ownership In Your Business

INNOVATIVE PRODUCTS

ADMINISTRATIVE SUPPORT

ADD'L ADVISOR BENEFITS

Offer Professionally Managed Mutual Funds Models Without Extra Client Fees

Offer Individually Designed & Professionally Managed Customized Stock Portfolios For Accounts As Low As $25,000

Choose From Numerous Fee-Based Solutions:

403(b)(7), 457, 401(k), IRA, Roth IRA, Non Qualified Business, Multiple Third Parties Management Options

Exclusive Representative Help Center

Best-In-Class, Cloud-Based CRM System

Panoramix Portfolio Management & Reporting System

Top-Tier Financial Planning Software

Online Applications & Forms

Readily Accessible Commission Data

Consolidated Client Statements

E & O Insurance Coverage

Teleconferencing Services

Brokerage Clearing Platform

 

World-Class Advisors Deserve First-Class Treatment. At A & M Financial Group, you'll have access to more online resources, fee-based solutions, cross-selling opportunities and case support assistance than any other firm can offer. Plus you'll have direct access to an experienced leadership team (which includes our President) trained to help you achieve your personal and professional goals.

Greener pastures await. Contact Al Feronti directly at (440) 249-0397, or email [email protected] to discuss just how green they can be.

 

Al Feronti
President and CCO
AMFG-Wealth Management LLC
924 Westpoint Parkway, Suite 100, Westlake, OH 44145
Direct Line: (440) 249-0397
E-mail: [email protected]

 

REQUIREMENTS: Minimum of three years of securities experience, a clean U-4, and at least $5 million in accounts under management.