Why ABG FS?
Who We Serve
It might help you understand ABG Financial Services – and decide whether we can help you – if you know a little more about who we serve.
Our clients are people who have worked hard to accumulate wealth and are thinking about the future of their financial lives and businesses. They look to us for business and wealth succession planning, financial risk management, insurance solutions, estate planning and distribution.
Our clients remain our clients because we understand two important things about our business:
Effective solutions are custom-made, not off-the-rack.
Effective plans are flexible, not “one-and-done.”
What We Do
Our process can be summed up in three words…
We build relationships
We’ll help get you where you want to go.
Of course, there’s more to solving any complex problem than that. But for the ABG Financial Services team, it all starts there. We want to understand who you are, where you’ve been, and where you’re going. What have you accomplished so far? What’s left to do? We can’t offer the right solutions until we understand these essential things.
We want you to ask questions, too. In fact, we count on it. Our goal is to help you understand where you are and where you’re going. We won’t tell you what to do. Our singular goal is to help you make informed decisions that you are comfortable with.
If you already have a team of specialists working for you – a CPA, perhaps, and an estate-planning attorney – we can help coordinate their strategies. We’re good at making sure all the pieces fit together to serve a comprehensive plan. Your plan.
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201.
ABG Financial Services is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.