Sound financial planning can lead you to many places...

We'll help you get there.

  • Financial and Retirement Planning
  • Mutual Funds
  • Bonds
  • Insurance and Annuities
  • College Savings Plans
  • Stocks

FEEL CONFIDENT

We offer fee-based financial advisory services, acting on your behalf in a fiduciary capacity and putting your interests first.

OUR PROCESS

It’s simple. Our management fee is a percentage of assets. There are no hidden costs.

CUSTOMIZED SOLUTIONS

By meticulously adhering to our process, we develop customized solutions to help you achieve your financial goals.

OUR PHILOSOPHY

Strong client relationships are the lifeline of our business.
Let us show you how and why hard work, transparency, and communication have guided our success over the last three-plus decades.

HAVE A QUESTION? CONTACT US

We are available for phone, video conference or in-person consultations at whatever times you choose.

Give us a call at 203-269-4669 or fill out our contact form below.

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Financial help model

What We Do

We pride ourselves on assessing each client's unique needs and providing custom tailored solutions to meet those needs.

We have helped clients define and achieve their financial goals for over thirty years. Unlike larger firms where you are treated like a number, we provide you with first-class, personalized service. We listen carefully to your unique needs and objectives. Your risk tolerance, financial and personal goals are all taken into consideration. We meet face-to-face with most clients every six months for an in-depth review of their portfolios, and to determine if their objectives have changed. More frequent appointments are gladly arranged. Adjustments to investments can be made in response to life-changing events at any time. Telephone reviews can quickly and easily be arranged to accommodate busy client schedules.

24/7 Account Access

We value and believe in complete transparency with our clients.

You can access your accounts at any time from your computer or mobile device. You can see an overview of your portfolio, transactions, performance trends, and value comparisons over different time periods.

If you’re a current client and have yet to register your online account, please call (203) 269-4669 and we will be more than happy to assist you with your account setup.

VIEW YOUR ACCOUNT

BUSINESS SUCCESSION

Thinking about selling your practice?

At Advantage Financial Group, communication is a crucial component of our business philosophy, and one of the main reasons we believe that more than 80% of our 300+ clients have been with us for over 20 years.

We have experience in buying practices and can provide flexible terms to fit your situation. Rest assured, we will treat you and your clients right. That is our promise to you.

LEARN MORE

READY TO HELP

Call us at (203) 269-4669, or email us directly at he***@*****lc.net for an appointment.

Have a Question? Contact Us Here

Our guiding philosophy

Always do the right thing for the client. Nothing else matters.

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Wallingford, CT Location

  • Phone: (203) 269-4669
  • E-mail: hello@afg-llc.net
  • 1062 Barnes Road, Suite 303
  • Directions

Carlsbad, CA Location

  • Phone: (760) 494-6223

FINRA's BrokerCheck

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Investment products and services are currently available to residents of California, Connecticut, Florida, Indiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York. North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington. If your state is not listed, we will be more than happy to register in your state to offer you the services that you may require.

Securities offered through Osaic Wealth, Inc. member FINRA and SIPC. Form CRS

Advisory services offered through Osaic Wealth, Inc., a registered investment advisor. These services are currently available to residents of California, Connecticut, Florida, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, North Carolina, South Carolina, Texas, Vermont, and Washington. If your state is not listed, we will be more than happy to register in your state to offer you the services that you may require.

We are currently licensed to sell insurance products in the following states: California, Connecticut, Florida, Maine, Michigan and Texas. If your state is not listed, we will be more than happy to register in your state to offer you the services that may require. California insurance license #s 0B37354, 4061854

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Jackie-Podewsa

Jackie Podeswa

Operations Manager

Jackie is the Operations Manager at the Wallingford, CT office of Advantage Financial Group. She started in the finance industry in 1997 as a part-time assistant at a predecessor company. That organization was merged into AFG in 2000, expanding her duties in operations.

Jackie is responsible for all office operations, working directly with clients to opening/maintaining financial accounts, IRA Rollovers, Required Minimum Distributions, setting up investment and withdrawal plans, mutual fund redemptions, and whatever else clients need. She has developed trusted relationships with clients, and provides first-class, personalized service, so important in today’s complex financial world. Personal commitment to the welfare of our clients is her strongest asset. Our clients appreciate Jackie’s individualized commitment to them. They know whatever issues they need resolved, will be handled professionally and personally. AFG’s main objective is offering excellent client service.

Jackie and her husband Bob have lived in Wallingford since 1989.  They are avid Yankees fans, enjoy traveling and spending time with their three children and two grandchildren. 

Phone : (203) 269-4669
E-mail : ja*****@*****lc.net

Raymond Hurt

Ray Hurt

IAR

Ray spent more than a decade working in Sales Operations and Logistics Management before joining the Advantage Financial Group team. He has a strong technological background, an analytic approach, and excellent interpersonal skills. This combination enables him to devise custom-tailored solutions that maximize results.

He holds a B.A. in Economics from Goucher College, and Series 7 and 66 securities licenses with FINRA. Ray lives in the San Francisco Bay area with his partner, Lisa, and their pet rabbit, Ziggy.

Phone : (760) 494-6223 or (203) 269-4669
E-mail : ra*****@*****lc.net

Susan Hurt

Susan Hurt, MAG

Office Manager

Susan has worked in the financial services industry in a variety of capacities since 1990. Her primary responsibility is to cultivate strong client relationships. Most recently, Susan has taken on the role of managing the company website and related social media. She manages all accounting and tax reporting for AFG.

Susan has a Master’s degree in Gerontology, which provides valuable insight and the sensitivity required to address the challenges our older clients may be facing.

Susan lives with her husband, Tom in Carlsbad, California. She has one stepchild and two children.

Phone : (760) 494-6223
E-mail : su*******@*****lc.net

Tom Hurt

Tom Hurt, MBA

President

Tom has owned and operated Advantage Financial Group and its predecessors for over thirty years. He holds an MBA in Finance, has a General Securities (Series 7) license, and is an Investment Advisor Representative registered in 21 states. He is also licensed for Life and Health Insurance, as well as Variable Annuities. For over three decades, Tom has helped hundreds of clients successfully define and achieve their financial goals. Tom is a Registered Principal with Securities America, Inc. and an Investment Advisor Representative with Securities Advisors, Inc.

Tom divides his time between Wallingford, Connecticut and Carlsbad, California with his wife, Susan. He has one son and two stepchildren.

Phone : (760) 494-6223 or (203) 269-4669
E-mail : to*****@*****lc.net