Company profile
Affinity Wealth Advisors company profile
Affinity Wealth Advisors is an independent financial services firm that offers a range of financial planning and advisory services. The company specializes in creating tailored financial solutions for individuals and businesses, focusing on investment management, retirement planning, and wealth preservation strategies. Affinity Wealth Advisors operates with a commitment to independence, ensuring that its recommendations are made without bias towards any financial institution, investment, or insurance company. The firm emphasizes the importance of personalized financial planning, recognizing that each client has unique financial goals and needs. Affinity Wealth Advisors also provides services related to estate planning and tax strategies to help..... For more information, log in to dureach.com to view the full company profile.
Business identity
- Website
- https://www.2affinity.com
- Phone number
- +1 513 489 7900
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 00011-00050 employees
- Revenue range
- $1K+
- Founded
- 2011-01-01
Headquarters
- Headquarters
- Cincinnati, Ohio, United States
- Postal code
- 45242
- Country code
- US
- Continent
- North America