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Affinity Investment Group, LLC is a U.S. Securities & Exchange Commission registered investment advisor. If you would like a copy of our current brochure and supplement please contact the office. Please visit our website for additional disclosure. https://www.affinityinvestmentgroup.com/disclosure
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, investment, and planning techniques in order to provide you with the best financial advice for your particular situation.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 18 Hampton Rd,
- Industry
- Financial Services
- HQ
- Exeter, New Hampshire
Affinity Investment Group, Llc Questions
Affinity Investment Group, LLC's website is https://www.affinityinvestmentgroup.com/
Affinity Investment Group, LLC's LinkedIn profile is https://www.linkedin.com/company/affinityinvestmentgroupllc
Affinity Investment Group, LLC has
5 employees.
View email and phone details for 5
employees at Affinity Investment Group, LLC.
Affinity Investment Group, LLC's industry is
Financial Services
Affinity Investment Group, LLC's top competitors are
Mainsail Search Associates, Inc.,
Affinity Investment Advisors, Llc,
Forza Investments,
Forza Investment Advisory, Llc,
Affinity Investment Services,
Debtx,
The Norden Group,
Intellisee,
Affinity Investment Group,
Tiger Iron Capital.
Affinity Investment Group, LLC's categories are Financial Services
Affinity Investment Group, LLC's founding year is 1998
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Benjamin Patz
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