About All3 Group
Building legacies with integrity and expertise since 2015
Our story
ALL3 Holding Group DBA All3 GROUP was founded with a clear mission: to provide families and businesses with comprehensive financial solutions that build, protect, and grow wealth. We specialize in insurance, smart investments, and commercial lending.
What began as a small agency in Bergenfield, New Jersey, has grown into a trusted partner for over 650 active clients. We remain committed to personalized strategies, transparent guidance, and long-term relationships.
Our name reflects our three core pillars: Protection, Growth, and Legacy. Every client receives a tailored approach designed to secure their future.
Our mission
To empower clients with financial clarity and confidence, delivering solutions that protect what matters most while creating opportunities for lasting prosperity.
Our vision
To be the most trusted financial partner for our community, recognized for integrity, innovation, and unwavering commitment to client success.
Core values
Integrity
Partnership
Respect
Service
Family
Leadership team
Ana L. Fernandez
Wealth Planning Director
15 years experience
Carlos Mendez
Head of Insurance
Certified Life Underwriter
Maria E. Rojas
Investment Strategist
CFA candidate
James T. Wilson
Commercial Lending
20 years in finance
Ready to secure your financial future?
Contact our team for a no-obligation consultation. We speak English and Spanish.
Request a consultation