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This profile was last updated on 10/18/15  and contains information from public web pages and contributions from the ZoomInfo community.

Founder and Managing Member

Phone: (603) ***-****  HQ Phone
Email: g***@***.com
Local Address:  Exeter , New Hampshire , United States
Affinity Investment Group LLC
18 HAMPTON RD
EXETER , New Hampshire 03833
United States

Company Description: Affinity Investment Group, LLC was established to fill a void in the estate and financial planning environments. hile many firms are good at educating their clients...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Science
149 Total References
Web References
Affinity Investment Group, LLC | Helping families create, preserve and manage finances
www.affinityinvestmentgroup.com, 18 Oct 2015 [cached]
Submitted by Greg Gagne on Thu, 09/10/2015 - 3:31pm
Greg was recently in New Orleans Louisiana speaking before about 9,000 attendees from over 70 countries! His talk was called "It's About Time" which was several of his life/work/balance strategies he uses to balance his work life with his family life. It was an honor to share these ideas with some of the best financial professionals across the globe!
Read more about MDRT Speaks -New Orleans, La
National Speaking Engagements Submitted by Greg Gagne on Wed, 04/08/2015 - 7:00am
Greg recently spoke for the National Association of Insurance and Financial Advisors on a tour through Louisiana. He spoke in Shreveport,Lafayette, Baton Rouge and New Orleans. What a great experience and opportunity to share with fellow advisors!
Read more about National Speaking Engagements
National Association of Insurance and Financial Advisors - Main platform Speech Submitted by Greg Gagne on Mon, 09/15/2014 - 7:26am
Greg was recently in San Diego speaking before 1,500 attendees from across all 50 states! His talk was on his "Top 5 Habits for long term success in Business and in Life. It was an honor to make a difference in the lives of his fellow colleagues.
Read more about National Association of Insurance and Financial Advisors - Main platform Speech
The Five-Year Financial Plan Submitted by Greg Gagne on Sat, 02/22/2014 - 11:46am Use it to help clients protect their money and achieve their desired lifestyle.
By Gregory B. Gagne, ChFC
...
An Article on Financial Planning by Gregory B. Gagne, ChFC and Peter Willcox, Jr.
NAIFA's Advisor Today - The Deficit Reduction Act
www.advisortoday.com, 16 Aug 2006 [cached]
By Gregory B. Gagne, ChFC, and David H. Ferber, J.D.
...
Gregory B. Gagne, ChFC, is the owner of Affinity Investment Group, LLC, past president of NAIFA-New Hampshire and a member of MDRT.
The Five-Year Financial Plan | Affinity Investment Group, LLC
www.affinityinvestmentgroup.com, 22 Feb 2014 [cached]
Submitted by Greg Gagne on Sat, 02/22/2014 - 11:46am Use it to help clients protect their money and achieve their desired lifestyle.
By Gregory B. Gagne, ChFC
...
Gregory B. Gagne, ChFC, is the founder of Affinity Investment Group, LLC, immediate past president of NAIFA-New Hampshire and a member of MDRT.
Make-A-Wish Foundation® of New Hampshire » Board of Directors
newhampshire.wish.org, 19 June 2012 [cached]
Greg Gagne Past Board President
Founder and Managing Member | Affinity Investment Group, LLC
www.affinityinvestmentgroup.com, 30 April 2006 [cached]
Founding Member of Affinity Investment Group, LLC Gregory B Gagne, ChFC
Greg founded Affinity Investment Group, LLC an investment advisory form registered with the SEC, to offer wealth management and distribution-planning services for retirees or those planning to retire.
After earning his Bachelor of Science, a dual degree in economics and finance, from Bentley University in 1991, Greg became a Chartered Financial Consultant in 2001. This came upon completion of courses in estate planning, financial planning, business planning, income tax,and retirement and pension planning through the American College.
Greg is past president of New Hampshire's chapter of the National Association of Insurance and Financial Advisors, having served previously in several capacities on its board. He was awarded the "Distinguished Financial Advisor Award" in 2008.
Greg has garnered national exposure in professional trade magazines on practice management and planning issues and is also a sought-after speaker on these subjects. He is co-author of the books Asset Protection and Retirement in New Hampshire, Asset Protection and Retirement in Massachusetts, and Trusts for the Average Person: The Optimum Estate Plan.
He resides in Candia, New Hampshire with his wife and three children.
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