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Welcome to Affinity Financial Advisory
We are an independent Registered Investment Advisor (RIA) & a fiduciary for our clients
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We strive to provide you with affordable & comprehensive
investment management & financial advisory services
Why Affinity
How does Affinity gain investment perspective?
Investment Perspective
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Our Services
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)
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