Company Email Format Management

The AFI Group

Financial Services Costa Mesa, California, United States 13 employees

Employees: 13
Contacts: 3
Emails: 3
Phones: 2

theafigroup.com LinkedIn

The AFI Group Overview

Headquarters: Costa Mesa, California, United States
Phone Number: Available in AeroLeads
Website: theafigroup.com
Industry: Financial Services
Employees: 13
Founded: 1979
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Costa Mesa

About The AFI Group

Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning. We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is personalized and represents your family's values and objectives. This 12-month, education-based coaching program is designed to give you the accountability you need to work with our advisors to develop a plan that will help you achieve your financial goals.

The AFI Group Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

The AFI Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Steve Sousa	Founder at the Afi Group - Advanced Financial Independence Group	Tustin, California, United States	Email Phone
Jessica Markworth	Client Service Manager at the Afi Group - American Financial Independence Group	Tustin, California, United States	Email
Brian Walker	Financial Educator - Teaching Conservative Strategies Today to Keep More of Your Money in the Future.	Tustin, California, United States	Email Phone