Affinity Wealth Management Group was founded in 1986 as a way to offer clients high quality, personalized financial service. Affinity Wealth Management Group offers a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning strategies.
The Affinity Wealth Management Group provides the objective advice and personalized attention that you should expect from a local independent firm. Our clients also receive the potential benefits of working with the largest independent broker- dealer in the country, LPL Financial*.
Our mission is to guide our clients to successful investing, resulting from careful planning, emotional discipline and the use of asset allocation. We strive to provide quality service, to work with you as your trusted advisor, and to use our knowledge and expertise to create value.
The Affinity Wealth Management Group considers itself a Personal Chief Financial Officer (CFO) for its clients. Our goal is to assist our clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As a Personal CFO, our Team uses specialized knowledge, experience, and resources to identify important financial matters, review reliable options, and if required, assemble specialists to assist with implementing strategies.
* As reported by Financial Planning magazine, June 1996-2016, based on total revenue.
Securities offered through LPL Financial, Member SIPC. www.SIPC.org
Advisory Services offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
“For a list of states in which we are registered to do business, please visit www.affinitywmg.com.
Company Details
- Employees
- 5
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- affinitywmg.com
- Keywords
- Follow.
Affinity Wealth Management Group Questions
Affinity Wealth Management Group's website is affinitywmg.com
Affinity Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/affinity-wealth-management-group
Affinity Wealth Management Group has
5 employees.
View email and phone details for 5
employees at Affinity Wealth Management Group.
Affinity Wealth Management Group's industry is
Financial Services
Affinity Wealth Management Group's top competitors are
Affinity Wealth Partners,
Capitalvia,
Affinity Wealth Llc,
The Affinity Group Lnc.,
Vedarth Herbal Time Pvt. Ltd.,
Affinity Management Consultants Private Limited,
Morcado,
Think Financial Canada,
Affinity Wealth Management Llc,
Affinity Consultants Pvt Ltd.
Affinity Wealth Management Group's categories are Financial Services
Affinity Wealth Management Group's founding year is 1986
