24/7 Access

Client Portal

At Advantage Financial Group, we value and believe in complete transparency with our clients.

In addition to your statements, 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 are not yet registered for access to your online account, please reach out to our Operations Manager, Jackie Podeswa, at (203) 269-4669 and she will be more than happy to assist you with your account setup.

Ready to Help

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

Call us at 760-494-6223 (CA) / 203-269-4669 (CT), fill out our contact form below,
or email us directly at hello@afg-llc.net

The data on this form is submitted and transmitted via a secure connection.

Our guiding philosophy

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

Carlsbad, CA Office

Wallingford, CT Office

FINRA's BrokerCheck

Due to the various state regulations and registration requirements concerning the dissemination of information regarding invest products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment products and services are currently available to residents of California, Connecticut, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New Mexico, New York. North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, 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 Securities Service Network, LLC, Member FINRA and SIPC.

Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. These services are currently available to residents of California, Connecticut, Florida, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, North Carolina, Oregon, Rhode Island, 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 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.

24/7 Access

Client Portal

Ready to Help

Our guiding philosophy

Carlsbad, CA Office

Wallingford, CT Office

FINRA's BrokerCheck

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Jackie Podeswa

Ray Hurt

Susan Hurt, MAG

Tom Hurt, MBA