Affinity Wealth Management
Financial & Investment Services
9 to 5 Mom to Thursday, 9 to 2 on Friday
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We?ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our principal focus is client service and providing straightforward, unbiased financial advice. While some advisers push their company?s own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals.
Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401(k) to roll over, Affinity Wealth Management Group stands ready to help you. The financial world can be intimidating; don't face it alone!
Securities, Financial Planning, and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
- Financial Planning
- Wealth Management & Preservation
- Retirement & IRA Distribution Planning
- Estate Planning Strategies / Long Term Care / Elder-Care Planning
- Insurance Reviews