Skip to main content

  •  Tel: 313-294-9290
  • Home
  • About
    • Affinity (AFA)
    • Our Team
  • Why Affinity?
    • Why Affinity?
    • Our Approach
  • Our Services 
    • Service Delivery
    • Client Portal and Planning
    • Service Models and Pricing
  • Perspective 
    • Market & Economy
  • Resources 
    • Financial Calculators
  • Contact

Welcome to Affinity Financial Advisory

 We are an independent Registered Investment Advisor (RIA) & a fiduciary for our clients

Contact Us

We strive to provide you with affordable & comprehensive
investment management & financial advisory services

Why Affinity

How does Affinity gain investment perspective? 

Investment Perspective

  Previous   Next

    You are here

  1. Home
  2. Our Services
  3. Client Portal and Planning

Client Portal and Planning

 

  • eMX + MGP [ Client Portal & Planning Platform (CPPP) ]
  • TD Ameritrade
  • Nationwide Advisory (annuities)
  • American Funds (VCSP college 529 savings plan)
  • Ameritas (annuities)
  • LLIS (insurance broker to which we refer clients)

 

Our Services

  • Service Delivery
  • Client Portal and Planning
  • Service Models and Pricing

Tell a Friend

7300 Park Avenue
Allen Park, MI
48101 United States

  •  Tel: 313-294-9290
  •  nino@affinityfa.com

© 2022 Affinity Financial Advisory . All rights reserved.

Website Design For Financial Services Professionals