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Welcome to Affinity Financial Advisory
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We are an independent Registered Investment Advisor (RIA)
& a fiduciary for our clients
Why Affinity
We strive to provide you with comprehensive & affordable
investment management & financial advisory services
Why Affinity
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Legacy (Estate)
Legacy (Estate)
we help clients understand the important aspects
we work with clients to ensure that helpful investment account features are in place
we work with legal professionals to implement the plan
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