ADVISOR CONSULTING GROUP

ACG - The Advisor Consulting Group ("ACG") was created in 1998 by a group of successful financial service professionals. The principals of ACG have established a national reputation as client and advisor advocates working in tandem with the client's team of advisors. The value of collaboration teams helps clients throughout the planning process and creates exponential results... Acknowledging that gaps do occur between a client and the advisor, ACG helps bridge those gaps by interpreting and communicating what is really important to the client, while translating industry jargon and clarifying goals and objectives for the client and the professional advisors. By serving as translators and facilitators, ACG helps to ensure that all of the planning team members are on the same page. ACG is considered an extension of the client, their attorney, their CPA, and all other client selected team members.

Also known as: ACG

Primary location: Encino United States