AMG Financial Services is dedicated to helping you protect and grow your retirement assets with tailored fixed indexed annuities. Our consultative approach ensures you understand your options and feel confident in your financial future. Connect with us today to start planning for a secure and prosperous retirement.

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At AMG Financial Services, we provide tailored financial solutions focused on fixed indexed annuities and retirement planning strategies that protect assets, offer growth potential, and deliver peace of mind. With no consultation fees, our guidance is centered on what’s best for you and your family. Whether you’re planning for the future or seeking secure retirement strategies as a business owner, we design comprehensive plans to meet short‑ and long‑term goals, including tax‑free retirement options that help businesses avoid common investment risks.

Protect Your Retirement With Indexed Annuities You Can Trust

We guide retirement planning with fixed indexed annuities tailored to your goals. Our consultative approach ensures principal protection, steady growth and peace of mind with clear strategies supporting your priorities, income needs and financial future without market downside risk.

Protect Your Retirement With Indexed Annuities You Can Trust

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WHY CHOOSE US

Guidance Built Around Your Retirement Goals

Choosing the right retirement strategy is about clarity, trust, and experience. We take a consultative approach to fixed indexed annuities, listening first, presenting options clearly, and helping you decide what works best for you and your family.

Custom Retirement Plans

Over 18 years as an independent licensed agent, focused on solutions, not sales.

Client-Led Decisions

We listen to your needs, show relevant options, and let you choose with confidence.

Trusted by Clients

A strong base of repeat clients and referrals reflects the relationships we build.

SPECIAL OFFER

Secure Your Retirement with Expert Guidance

Take advantage of a complimentary consultation with our experienced retirement specialist. Discover tailored fixed indexed annuity strategies designed to protect your assets and support your financial goals at no cost, with no obligation.

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Decade of Client Trust

Consultative Approach

Referrals & Repeat Trust

Guiding Family Choices

OUR SERVICES

Protect and Grow Your Retirement Assets

We specialize exclusively in fixed indexed annuities (FIAs) to help you achieve financial security. Our approach is tailored to your goals, focusing on growth potential, principal protection, and peace of mind. With our guidance, you’ll understand every option and feel confident in your retirement plan.

Equity Indexed Annuities

Grow and protect your money with market-linked growth while shielding your principal from market downside. This allows you to participate in market gains without risking your hard-earned savings.

Rollover Annuities

Safely transition IRAs, 401(k)s, or 403(b) funds into annuities that protect your principal while benefiting from market upside. It’s an ideal way to consolidate retirement accounts with added security.

Retirement Income Annuities

Guarantee a reliable income stream in retirement while maintaining growth potential. These annuities help ensure you have steady, predictable income throughout your retirement years.

Indexed Annuities Overview

Benefit from growth tied to market performance with protection from market losses, all designed to meet your financial goals. They offer a flexible solution to help you balance growth and security in your retirement planning.

ABOUT US

Empowering Your Financial Future

Ready to Secure Your Financial Future?

Schedule your complimentary consultation today and discover how fixed indexed annuities can protect and grow your retirement assets.

Ready to Secure Your Financial Future?

Initial Consultation

Fill in the form and our team will get in touch to understand your needs and preferences.

Explore Your Options

We’ll review tailored fixed indexed annuities, highlighting benefits, growth, and guarantees.

Choose Your Plan

Choose the annuity strategy that fits your goals, with guidance every step.

HOW IT WORKS

Three Steps to Protect and Grow Your Retirement

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"Andrew Greenberg of AMG Financial Services has been a hero to my family! Having been a client now for a while, I am consistently impressed by the patience, professionalism and attention to detail he gives to everything he does. I honestly do not know where my family would be financially without Andrew's assistance. Thank you from the bottom of my heart!"

"I am so impressed with the attention to detail and superior knowledge of Mr. Greenberg. He is able to clearly and concisely explain, what in the past seemed quite complex, in a way that now makes everything seem quite easy to comprehend. I can see why his loyal clients refer to him as The Retirement Guru."

"I am so happy that Mr. Greenberg helped me to transfer some of my retirement funds to a safer place so I can count on my money growing nicely over time, but not being at risk in this very volatile market! I have in my first year received an extremely impressive annual return, since Mr. Greenberg helped me move some of my money into an Indexed Annuity."

TESTIMONIALS

What Our Clients Say

Protect Your Retirement With Indexed Annuities You Can Trust

Protect Your Retirement With Indexed Annuities You Can Trust

J. Perkins

Todd Winokur

Lillian Zimberg