Broker Check

Who We Are


AGGREGATE [ag•ri•git] noun.
An assemblage of particulars.

AFG is a holistic financial services firm. AFG seeks to leverage a broad range of industry resources to provide clients with customized solutions that help fit their unique needs. AFG works with employers to help create great efficiencies and cost savings. AFG works with individuals to provide confidence with their financial roadmap.

We have an experienced team of financial professionals who provide consistent service with deep integrity. AFG believes that when we are honored with the opportunity to service a client that it is our responsibility to provide that client with superior service in a proactive environment. The only reason we are here is to provide world class service to our clients.




AFG delivers independent advice.

As financial advisors, AFG offers unbiased and unrestricted advice and recommendations. We believe every relationship starts with a blank piece of paper without a predetermined solution in mind.

For individuals, once we have implemented your personal financial plan, we continue to develop our relationship with you. So much of financial planning is about mutual trust and respect, whether in the context of helping you invest for the future, protecting your family or reducing your taxes. We understand that the topics discussed can be
sensitive, and the questions we ask can be probing. AFG’s motivation is to make sure we ask questions that are designed to help determine the most appropriate strategies for your financial future.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.


Our Process

Like your fingerprint, your financial needs are unique.  AFG creates strategies that are customized to your needs and goals

Our History

Decades of collaborative experience helps our team to guide you through your life transitions.

Our Values

Trust. Integrity. Consistency.  We believe values matter, and we live by ours every day.

   

Our Team


Financial Advisors

Financial Representatives

Operations

Lisa DeLuca

Client Service Manager

401.432.8803

401.519.5506

ldeluca@baystatefinancial.com

Our Extended Baystate Resources

Abigale Shields

Director of Financial Planning

Mark McManus

Retirement Income Planning

Glenn Noland, ChFC, CLU

Advanced Markets

Bob Piatelli

Risk Management

Alan Roycroft

Investments

Jennifer Shea JD*, MBA

Estate Planning

Herb Daroff JD*, CFP, AEP

Estate & Business Planning

Nelson Ribeiro

Recruiting & Development

   


Strong Partnerships


Network: an association of individuals having a common interest, formed to provide mutual assistance, helpful information, or the like... Aggregate Financial, you are our common interest!

Over the past decade, your Aggregate Financial team has built a network of industry leaders to help you succeed in reaching your goals.