Affinity Investment Group, LLC

Helping families create, preserve and manage finances

General Information
Company Name
Affinity Investment Group, LLC
Founded Year
1998
Location (Offices)
Exeter, United States +1
Founders / Decision Makers
Number of Employees
5
Industries
Financial Services
Funding Stage
-
Social Media

Affinity Investment Group, LLC - Company Profile

Affinity Investment Group, LLC is a U.S. Securities & Exchange Commission registered investment advisor founded in 1998. The company operates in the financial services industry and is headquartered in the United States. Affinity Investment Group's slogan is "Helping families create, preserve and manage finances." The company's philosophy is centered around understanding clients' goals to develop tailored financial plans and provide ongoing support. They emphasize the importance of staying informed about changes in clients' situations and the financial environment to offer the best advice. As of now, there is no publicly available information regarding the company's last investment or the involved investors. Overall, Affinity Investment Group, LLC is a well-established investment advisory firm that focuses on personalized financial planning for clients. The company's commitment to staying informed about industry developments and offering tailored advice aligns with the growing demand for bespoke financial services. Despite the lack of public information on recent investments, the company's extensive experience and focus on client-centric financial planning make it an interesting prospect for potential investors seeking stable and client-focused opportunities in the financial services sector.

Taxonomy: investment advisor, financial planning, financial analysis, goal setting, proactive approach, knowledgeable, tax planning, estate planning, investment strategies, financial advice

Funding Rounds & Investors of Affinity Investment Group, LLC (0)

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There is no investment information

Latest News of Affinity Investment Group, LLC

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No recent news or press coverage available for Affinity Investment Group, LLC.

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