WHY WE’RE DIFFERENT
Financial planning built on listening, education, and cultural understanding.
At Advanced Financial Group, we believe that financial planning and investment advice should be empowering, not overwhelming. We’re a financial advisory practice that proudly serves the South Coast of Massachusetts and Rhode Island, and we have a specialized passion for helping the Portuguese community.
OUR APPROACH
Deeply focused on financial education.
We take the time to listen first, get to know your goals, and explain every recommendation in clear, simple terms. From understanding mutual funds and stocks to planning for retirement income, we focus on financial education to help you make informed decisions.
Pre-Retirees and Retirees
Planning for sustainable retirement income
Long-Retired Individuals
Seeking financial guidance and portfolio support
Adult Children of Clients
Building strong financial foundations
Younger Investors
Looking for clear and educational financial advice
OUR TEAM
Local advisors with deep roots.
Advanced Financial Group is led by Jose Matos, a first-generation immigrant from Portugal with more than 35 years of financial industry experience. Known throughout the community as “the money guy,” Jose built this practice to help all clients avoid the confusion, misinformation, and lack of guidance he witnessed growing up. Today, our bilingual team can speak both Portuguese and English, creating a welcoming and inclusive environment for every client.
OUR SERVICES
Strategies for people who seek guidance and direction.
We offer services and support to help you protect your savings, understand your financial life, and move forward with confidence today and for generations to come.
OUR PROMISE
Honest advice, clear education, and long-term relationships.
We promise to:
- Educate you on your investments and financial plan
- Offer retirement and financial planning with no investment minimums
- Treat you and your family with honesty, dignity, and respect
- Be a long-term partner you can rely on