Affine Financial Services

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Affine Financial Services

Affine Financial Services was founded in 2008 in response to the collapse of confidence in financial services. My mission is to provide top-quality financial advice to individuals and families. I take my fiduciary responsibilities seriously and strive to provide excellent service at a reasonable price. Helen Maynard is the founder and principal of Affine Financial Services. She holds a Doctorate in Materials Science and Engineering from the University of Wisconsin - Madison. Her undergraduate degree, also in Materials Science, is from Cornell University. She enjoys applying her quantitative skills to solve both engineering and financial problems. She is a former Captain in the US Air Force. Helen has been an active investor for over 25 years, through several market cycles. She is presently enrolled in Boston University's program to become a Certified Financial Planner (CFP). Guarantee: Affine Financial Services guarantees that if you owe penalties or interest charges due to our error,Read more
Popular SearchesAffine Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affine Financial Services

<$5M
11-50
Private
-
2008
N/A
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
2001
MY
Mark YatesCertified Financial Planner
<$5M
1-10
Private
-
2021
JW
James WymaFinancial Consulting Assistant
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Affine Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Affine Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affine Financial Services.

Affine Financial Services Tech Stack

A closer look at the technologies used by Affine Financial Services

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Frequently Asked Questions Regarding Affine Financial Services

What is Affine Financial Services's official website?
Affine Financial Services's official website is www.affinefinancial.com
What is Affine Financial Services's Revenue?
Affine Financial Services's revenue is <$5 Million
What is Affine Financial Services's SIC code?
Affine Financial Services's SIC: 62,628
What is Affine Financial Services's NAICS code?
Affine Financial Services's NAICS: 52,523
How many employees does Affine Financial Services have?
Affine Financial Services has 11-50 employees
What industry does Affine Financial Services belong to?
Affine Financial Services is in the industry of: Finance, Securities Trading
What is Affine Financial Services competition?
Affine Financial Services top competitors include: Schneider Wealth Strategies, Veritas Financial Consulting, Pillar Wealth Management, Flores Wealth Planning
What technology does Affine Financial Services use?
Some of the popular technologies that Affine Financial Services uses are: WordPress.org, PHP, Cloudflare CDN, jQuery
What does Affine Financial Services do?

Affine Financial Services was founded in 2008 in response to the collapse of confidence in financial services. My mission is to provide top-quality financial advice to individuals and families. I take my fiduciary responsibilities seriously and strive to provide excellent service at a reasonable price. Helen Maynard is the founder and principal of... Affine Financial Services. She holds a Doctorate in Materials Science and Engineering from the University of Wisconsin - Madison. Her undergraduate degree, also in Materials Science, is from Cornell University. She enjoys applying her quantitative skills to solve both engineering and financial problems. She is a former Captain in the US Air Force. Helen has been an active investor for over 25 years, through several market cycles. She is presently enrolled in Boston University's program to become a Certified Financial Planner (CFP). Guarantee: Affine Financial Services guarantees that if you owe penalties or interest charges due to our error, Affine Financial Services will pay those penalties and interest on federal, state and local returns, up to the amount charged for preparing your return. You do not pay until you see your completed return. If you are not satisfied, you are not obligated to pay. Affine Financial Services is a Limited Liability Company registered in Massachusetts. Affine Financial Services is located in North Reading, Massachusetts.Read More

Is Affine Financial Services a public company?
Affine Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Affine Financial Services

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