Affinity Wealth Partners
Company

Affinity Wealth Partners

Financial Services Springfield, Missouri, United States 7 employees
Employees
7
Contacts
3
Emails
3
Phones
1

Affinity Wealth Partners Overview

Headquarters
Springfield, Missouri, United States
Industry
Financial Services
Employees
7
Founded
2017
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Affinity Wealth Partners

The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Affinity Wealth Partners Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Affinity Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Mary Keyes Senior Relationship Manager at Affinity
Email
Dana Havens Senior Financial Advisor, Rjfs Managing
View
Brett Barnett Financial Advisor
Email
Tammy Messier Senior Financial Advisor at Affinity
Email Phone

Employees by Management Level

Senior / Lead 2 profiles
Manager 1 profile
Individual contributor 1 profile

Compare Similar Companies to Affinity Wealth Partners