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. Service Delivery

Service Delivery

AFA delivers financial advisory services to clients and prospects in a variety of ways 

  • Recommendations 
    • may be general or more specific 
    • may be informal or formal
       
  • analysis 
    • standard – generally from a software package 
    • custom – often involves spreadsheet analysis
       
  • meetings – generally as needed or when requested by clients 
     
  • client portal (CP) 
    • automated account aggregation as well as manual tracking   ◊   account investment composition   ◊   document vault   ◊   cashflow & budgeting   ◊   financial reports 
    • integrates with planning platform
       
  • planning platform (PP) 
    • integrated with client portal 
    • automated analysis – retirement, education, etc. 

Taken together, these delivery methods comprise comprehensive financial advisory services.

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