ABOUT US
30+ years experience
Assets managed
300+ clients over 20 years
Carlsbad, CA and Wallingford, CT
FAMILY-OWNED BUSINESS
Tom Hurt has managed Advantage Financial Group for over 30 years.
Together with his wife, Susan, his assistant, Jackie Podeswa, and most recently, his son, Ray, the firm has evolved to become a recognized provider of excellent, personalized service to clients in 22 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
Susan Hurt, MAG
Office Manager
Ray Hurt
Investment Advisor Representative
Jackie Podeswa
Operations Manager
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 760-494-6223 (CA) / 203-269-4669 (CT), fill out our contact form below,
or email us directly at hello@afg-llc.net
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