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
- Website
- www.affinitywp.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2017
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Mary Keyes | Senior Relationship Manager at Affinity | Springfield-branson, Missouri Area, United States |
Email
|
| Dana Havens | Senior Financial Advisor, Rjfs Managing |
View
|
|
| Brett Barnett | Financial Advisor | Springfield, Missouri, United States |
Email
|
| Tammy Messier | Senior Financial Advisor at Affinity | Springfield-branson, Missouri Area, United States |
Email
Phone
|
Employees by Management Level
Senior / Lead
2 profiles
Manager
1 profile
Individual contributor
1 profile
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