Affinity Financial

United States
River Hills, Wisconsin, United States
1 714-450-6697 ★

Company profile

Affinity Financial company profile

Affinity Financial specializes in providing a range of financial services tailored to meet the diverse needs of its clients. With a focus on financial planning, retirement, and wealth management, the company aims to alleviate stress and give clients more time to focus on their priorities. Utilizing powerful relationship intelligence, Affinity Financial helps teams leverage their network to find and close more deals efficiently, reducing the need for manual data entry. As a fee-based independent Registered Investment Adviser (RIA) in the State of Connecticut, Affinity Financial is committed to creating customized solutions for its clients, emphasizing a straightforward yet sophisticated approach..... For more information, log in to dureach.com to view the full company profile.

Business identity

Contact email
[email protected]
Phone number
1 714-450-6697
Operating status
Active
Company type
For Profit
Employee range
00001-00010 employees
Founded
2020-01-01

Headquarters

Headquarters
River Hills, Wisconsin, United States
Country code
US
Continent
North America

Capital profile

Funding and company signals

Founders
1

Founders and investors

Founders

Derek Pantele

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Shipment data

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