Welcome to Associated Financial Consultants, Inc. / Associated Investor Services, Inc.
Dedicated to the Creation and Conservation of Lifetime Assets
Comprehensive Financial Advice by a Team of Experienced Professionals
The Associated Companies exist to work with you as your financial partner. We will help analyze your situation, creating a synergistic team of uniquely qualified professionals. Together, we will design a coordinated action plan that matches your investment and insurance needs with your objectives, while communicating the benefits to interested parties. We will work closely with your other professional advisors as a team to meet your varied needs. Utilizing a long term perspective, together we will design solutions that work best for you.
Our primary goal is to help you pass wealth to future generations. Our process, therefore, involves family education on governance and succession. The professionals at The Associated Companies believe that for wealth to be preserved, communication, conviction, accountability, and support need to be ongoing.
The Associated Companies incorporate the latest technology and financial trends into our solutions, as we strive to ensure the privacy and protection of our clients' confidential financial information. We understand that technology and information are only one small part of the service that we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do. We hope you find this site useful and look forward to a long, continued relationship.
Recent News and Events
We would like to congratulate Mr. Paul Vladem, President of Associated Investor Services, Inc. for being selected again to attend the Barron’s Winner’s Circle Top Independent Advisors Summit. Only a select group of the “Top Independent Advisors” were invited to attend this invitation only, prestigious event.
Barron’s Winner’s Circle recognizes elite financial professionals in the country that display strong ethics, achieve extraordinary customer services, attain a high level of success and pursue industry best practices.
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Source: Google Finance
“Partnership is the highest level of client relationships achievable. Trust, accountability, mutual support, truth and effort are the crucial elements that foster a strong, long term relationship.”
Source: Larry Wilson, “Changing the game…”