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 Peter A. Matteo Partner 401.432.8837 401.519.5506 email@example.com Jonathan P. Matrullo MBA, LUTCF Partner | Financial Advisor 401.432.8808 401.519.5506 firstname.lastname@example.org Financial Advisors Christopher Conti Financial Advisor 401.432.8858 401.519.5506 email@example.com Financial Representatives Vincenzo S. Parente Registered Representative 401.432.8861 401.519.5506 firstname.lastname@example.org Operations Lisa DeLuca Client Service Manager 401.432.8803 401.519.5506 email@example.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.