ABOUT US

Founded
0

34+ years experience

Million
$ 0 +

Assets managed

Retained
0 %

300+ clients over 20 years

Locations
0

Connecticut & California

FAMILY-OWNED BUSINESS

Tom Hurt has managed Advantage Financial Group for over 30 years.

Together with his wife Susan, his assistant Jackie, and his son, Ray, the firm has evolved to become a recognized provider of excellent, personalized service to clients in 21 states.

Meet Our Team

We are a people business, not a numbers business.
You can expect a high level of personalized service from our fully licensed and registered support staff.

Tom Hurt, MBA

President

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Susan Hurt, MAG

Office Manager

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Raymond Hurt

Ray Hurt

IAR

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Jackie Podeswa

Operations Manager

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Customized Solutions for You

There is no "one size fits all" or "cookie-cutter" approach.

We will do whatever serves you, the client, best. That is our promise to you. We ask a lot of questions and listen very carefully to our clients. We will ask about your goals and objectives, your family and personal situation, your health, and your future. What are your plans and dreams for your retirement and for your children’s education? Do you have aging parents who may need assistance? If you are a business owner, do you have a realistic exit strategy? What is your tolerance for risk?

Has recent market volatility alarmed you? If you have losses in your portfolio, do you wish you had invested differently? We take the time to truly get to know and understand you and your goals. This is an essential part of our process and a crucial step toward building your future. We will work with you to create a comprehensive plan to help you achieve your goals and reach your objectives. We will test it for objectivity and reasonableness, and we will develop alternatives for “what-if” scenarios.

Ready to Help

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

Call us at 203-269-4669 or fill out our form below.

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.

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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

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

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

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

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

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