Abington Financial Group

Abington Financial Group is an independent financial services firm established in 1992 with a steadfast commitment to guiding our clients towards long-term financial success. We believe that true wealth management goes beyond mere investment strategies; it encompasses a holistic approach that addresses every aspect of your financial well-being. Our mission is to empower individuals and families to achieve their financial aspirations through personalized service, comprehensive planning, and unwavering integrity.

For over three decades, we have been deeply invested in serving our community, building strong relationships with our clients based on trust and transparency. We take pride in our reputation as a fiduciary, meaning our priority is always to act in your best interests. Unlike firms that prioritize product sales or commission-based portfolios, we focus on understanding your unique goals, risk tolerance, and financial circumstances. We meticulously craft customized financial plans tailored to your individual needs, ensuring that they align with your long-term vision.

A Comprehensive Suite of Services

At Abington Financial Group, we offer a comprehensive suite of financial services designed to meet the diverse needs of our clientele. Our services span across multiple financial planning disciplines, each meticulously designed to address specific aspects of your financial well-being:

• Retirement Planning: We recognize that securing a comfortable and enjoyable retirement is a paramount goal for many. Our retirement planning specialists work closely with you to develop a personalized strategy that maximizes your savings, accounts for inflation, and helps you maintain your desired lifestyle in your retirement years.

• Investment Management: We offer tailored investment management solutions designed to help you grow your wealth over time. Our approach considers your risk tolerance, time horizon, and investment objectives, ensuring that your portfolio is aligned with your financial goals.

• Financial and Cash Flow Management: We assist you in developing a clear understanding of your current financial situation, including your income, expenses, assets, and liabilities. Through comprehensive cash flow analysis, we identify areas for potential improvement and create a plan to optimize your financial health.

• Estate Planning: We understand the importance of protecting your legacy and ensuring your assets are distributed according to your wishes. Our team works with you to develop a comprehensive estate plan that includes wills, trusts, powers of attorney, and other vital documents.

• Social Security Planning: Navigating the complexities of Social Security can be daunting. Our experts provide guidance on when to claim benefits, maximizing your monthly income, and understanding the intricacies of Social Security rules.

• College Savings Plans: Planning for your children's education can be a significant financial goal. We work with families to develop customized college savings plans that help mitigate the costs of higher education.

• Insurance Planning: We assess your insurance needs, including life insurance, health insurance, disability insurance, and long-term care insurance, providing recommendations tailored to your specific circumstances.

A Dedicated Team of Professionals

At Abington Financial Group, we believe that the quality of our service is directly linked to the expertise and dedication of our team.

Our financial professionals possess a deep understanding of financial markets, investment strategies, and estate planning principles. They are committed to providing personalized guidance and support, ensuring that you feel confident and informed throughout the financial planning process. We understand the importance of clear communication and proactive engagement, always striving to answer your questions thoroughly and address your concerns promptly.

Beyond Financial Expertise

We believe that successful financial planning goes beyond simply managing investments; it requires a genuine understanding of our clients' values, goals, and aspirations. We take the time to build personal relationships with each client, creating a collaborative environment where trust and open communication flourish. We view ourselves not just as financial advisors, but as trusted partners who are invested in your financial well-being and committed to helping you achieve your dreams.