About Affinity Wealth Solutions
Affinity Wealth Solutions is a financial advisory firm based in Chelsea, United States. The company specializes in providing personalized wealth management services, including investment planning, retirement strategies, and estate planning. With a focus on building long-term relationships with clients, Affinity Wealth Solutions aims to help individuals and families achieve their financial goals through tailored solutions and expert guidance. The firm prides itself on its commitment to transparency and integrity in all client interactions, ensuring that clients are well-informed and confident in their financial decisions. As a small firm, Affinity Wealth Solutions offers a boutique experience, allowing for a high level of customer service and attention to detail.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Financial Consulting
- Location
- Chelsea, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2020
Products and services
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