I’ve worked with Shawn since my oldest child was born, 19 years, and over that time he’s become far more than just someone who manages investments—he’s someone I genuinely trust and consider a friend. What sets him apart is not just his knowledge or professionalism, but his character. He’s one of the most genuine people I know—consistently honest, thoughtful, and always acting with integrity. I’ve never once felt like just another client. He takes the time to understand my goals, my family, and what really matters to me, and he gives advice that reflects that. Financial markets go up and down, but having someone steady, trustworthy, and principled guiding you through it all makes a huge difference. After nearly two decades, I can say with confidence that working with him has been one of the best long-term decisions I’ve made.

We have been working with Charlie for many years now and have always been very pleased with the results.

For 11 years, I have worked with Shawn Williamson and Assaf Pinchas. They have excelled in their roles and have guided me in areas beyond the traditional scope of a financial advisor. They are my CFOs. When impactful life events occurred these two stood fast and firm by my side to advise me and to help me protect and grow my assets. They are good men and I'm fortunate to work with them. See for yourself. Give them a call.

Assaf has been my financial advisor for over 25 years providing personal, professional and excellent financial investment counseling. He is very knowledgeable and thorough in seeking investment products to accomplish financial goals for his clients. Assaf and his team are very responsive to questions or concerns and always respond in a timely manner. Even though I am remote, Assaf contacts me regularly, we meet when appropriate and I am kept abreast of important investment information. I recommend Assaf Pinchas, CFP for all financial investment needs.

Assaf goes above and beyond in every way. He combines excellent financial management with a genuine commitment to understanding our overall needs. His proactive advice and readiness help make him an invaluable partner.

My family has been working with Assaf for 23 years now, almost half of my life. He and the team from AFGAS are very detail oriented and have advised us on a myriad of topics...everything from retirement and savings (of course) to taxes, estate planning, college savings and much more. I am also a big fan of the eMoney platform that provides transparency and many other tools to track and manage our assets as well as set goals for budgeting, college savings and retirement. I could not recommend AFGAS more.

My daughter was only a few months old when I first met Assaf. I am fortunate to be one of his first clients when he started his career. He has guided me with important financial decisions and I am confident that I will be able to retire comfortably. Assaf cares about his clients and I trust his advice. He is also personable and easy to talk with.

We were referred to Shawn by a dear friend after my father-in-law passed away. Shawn supported our family through the entire messy estate process (there might have been a tearful Zoom call or two!), guided us through the journey of becoming financially healthy, and then helped us invest the inheritance so that our family can do the things we've always dreamed of. He's been quick to answer any questions we've had and even jumped on phone calls with other financial companies with us while we were struggling through estate paperwork. The finance software he uses has helped us map out our future with a lot of clarity. We feel confident and at peace in our finances because of Shawn and his team, and we recommend them to everyone we know.

I am so thankful that I have Shawn helping me plan for my future stability while allowing me to save for big fun! He explains financial investments and money management so well! Even I can understand it! He truly listens to my needs/wants and then advises with the upmost integrity. He asks very specific questions about goals and planning that I would not have considered. I am so pleased with everything that Shawn and Allegiance Financial Group have done for me. This is a life-long relationship!

Shawn has been exceptional in managing our finances with creating personalized plans to help our family achieve our short- and long-term goals. Specifically, Shawn has been incredibly helpful with his advice on budgeting, saving, investing, and planning for retirement. Shawn has also been very helpful with managing debt, planning for major life events, funding education, and ensuring we have adequate insurance coverage. Every meeting with Shawn has been insightful and we are always left feeling confident, less stressed, and on track to meet our financial goals.

The advisor we began long term planning with retired and Charlie, who was a part of his organization, assumed responsibility for our account. It has been a long term (well over 10 years association) that has served us well.

Assaf has been a wonderful advisor to our family over the last year. He is responsive to our questions and presents thoughtful and informed recommendations.

Assaf has been handling my retirement accounts for over 25 years and he treats me like family. He won’t let you down.

I’ve been with Charlie Cooke for several years now and find him to be a very friendly and helpful advisor. He stays up to speed on all of my investments and always provides great guidance.

Our experiences with Shawn and his team have been not only very pleasant but have provided us with attentive interaction on our financial matters. They have always been available with answers to any questions we have had, to which they have provided prompt and knowledgeable responses. The care with which they have handled our portfolios has been excellent. We have enjoyed our relationships with this group and highly recommend their services.

Assaf, and Sean Craft, have been handling our financials for nearly two decades. We have found them to be responsive to our needs and actively on top of our interests and goals. They work with us as well as for us.

I have been working with Charlie for about 18 years now. He is always well prepared and seems to be concerned about my well being. Charlie is very personable and is well versed in many areas. I can honestly say that I feel I can talk with Charlie about most anything and I will always get an honest opinion from him.

I've been with Shawn for over 25 years - my whole professional career. While both of our job roles have greatly changed, the level of service, attention, communication and customer commitment never has. Whether I was investing $66/month or $660/month, Shawn treats you the same and makes you feel like you matter. Now, we both have our own companies and besides my person planning, Shawn handles all of our corporate retirement planning needs. Hardly a month goes by where my partner and I don't look at each after a new hire is onboarded or a call with Shawn and say, "Thank god we have him".