Leonard Valletta is a Magna Cum Laude graduate of Siena College and holder of a Master's Degree in Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER (CFP(R)) practitioner through the Certified Financial. Since Joe joined Albany Financial Group in 1996, he's been providing retirement planning and investment management strategies for business owners, individuals and their families.
He's conducted several seminars and. Walt Klisiwecz, CFP(R) MBA provides comprehensive, personal financial planning to families and individuals throughout the New York Capital Region and the Northeast. John is a CERTIFIED FINANCIAL PLANNER who provides comprehensive financial planning and tax planning services and has more than 25 years of experience in taxation and finance.
He's conducted several seminars and. Walt Klisiwecz, CFP(R) MBA provides comprehensive, personal financial planning to families and individuals throughout the New York Capital Region and the Northeast. John is a CERTIFIED FINANCIAL PLANNER who provides comprehensive financial planning and tax planning services and has more than 25 years of experience in taxation and finance.
Services
Albany Financial Group has been helping individuals, families and businesses since 1973. One of our core beliefs is that, when working in an advisory relationship, we serve in a fiduciary capacity for our clients. What that means is our advisors put your interests ahead of the firm's when developing strategies and recommendations for your personalized plan.
Each year, Albany Financial Group strives to give back to the community in which it has done business for the past 47 years. It's a highlight of the holiday season at Albany Financial Group: Giving back to the community. Each year, with a generous donation from Albany Financial Group, the administrative staff at AFG shops for toys, books, games and puzzles for underprivileged children in the Capital District.
In a belated celebration of EID, the AFG advisors and staff recently enjoyed a traditional Afghan feast provided by Zaitoon Kitchen, courtesy of Administrative Assistant Husn Din. At Albany Financial Group, we celebrated National Bosses' Day with a breakfast feast for the advisors prepared and served by the administrative staff.
Financial decisions are life decisions, which can sometimes seem overwhelming. As we work together to create a financial plan, you'll see a broader view of your financial picture that will help define what your current and future goals should be. Many of our team members have expertise in financial planning and are CERTIFIED FINANCIAL PLANNER (CFP(R)) professionals who can help you manage your finances and put a plan in place for the future.
Len was recently recognized by Forbes magazine as one of it's 2021 Best-In-State Wealth Advisors. In practice with Albany Financial Group since 1984, Len acts as LPL's Registered Principal for the office where he provides comprehensive financial planning and money management services to individuals and small businesses and specializes in retirement planning, investment management and estate planning.
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