Access Financial Group, Inc.

Overview

Access Financial Group, Inc. is a broker-dealer and registered investment adviser that has been SEC-registered since 1994. The firm focuses on fee-based portfolio management for individual and family clients as well as for small businesses and institutional/business clients. Investment activity tilts heavily toward fixed-income instruments, with a clear preference for U.S. government bonds as the primary allocation across client portfolios. The firm is not an active ESG investor and does not operate as a multi-state adviser. Operationally, Access Financial Group runs as a corporate entity with ownership tied to a domestic individual or entity. Its business model centers on discretionary portfolio management paid as a percentage of assets under management, and it uses brokerage capabilities alongside advisory services to implement client strategies.

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Location & Offices