Affinity Advantage Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

633 Route 211 E, Middletown, New York, 1...

Phone Number

(845) 695-1900

Revenue

<$5 Million

Industry

Finance Securities Trading

About Affinity Advantage Financial

Tom Ammons Home specializes in providing personalized financial planning services, focusing on retirement income, investment management, asset protection, and managing healthcare costs. The firm emphasizes a tailored approach to financial strategies, ensuring that clients' unique goals and needs are prioritized. Their target clients include individuals preparing for retirement and those seeking to secure a steady income stream during their retirement years. With a commitment to clear communication and adaptability, Tom Ammons Home aims to support clients in navigating the complexities of personal finance.Explore more
Affinity Advantage Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Affinity Advantage Financial Org Chart

PhoneEmail
DF
United States flag for contact location.

Director, Client Services Investment & Guaran...

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Advantage Financ...

<$5M
1-10
Private
-
1999
DF
Dana FormaleDirector, Client Services Investment & Guaranteed Income Programs
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
1-10
Private
-
-
SC
Shanda CopoloOffice Manager
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
Illustration of an envelope

Affinity Advantage Financial Tech Stack

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Frequently Asked Questions Regarding Affinity Advantage Financial

What is Affinity Advantage Financial's official website?
Affinity Advantage Financial's official website is www.affinityadvantage.com
What is Affinity Advantage Financial's Revenue?
Affinity Advantage Financial's revenue is <$5 Million
What is Affinity Advantage Financial's SIC code?
Affinity Advantage Financial's SIC: 62,628
What is Affinity Advantage Financial's NAICS code?
Affinity Advantage Financial's NAICS: 52,523
How many employees does Affinity Advantage Financial have?
Affinity Advantage Financial has 1-10 employees
What industry does Affinity Advantage Financial belong to?
Affinity Advantage Financial is in the industry of: Finance, Securities Trading
What is Affinity Advantage Financial competition?
Affinity Advantage Financial top competitors include: JLB Wealth Management Group, MassMutual, Phillip Allen
What technology does Affinity Advantage Financial use?
Some of the popular technologies that Affinity Advantage Financial uses are: Cloudflare Website Optimization, Ceros, Proofpoint, Datadog
How do I contact Affinity Advantage Financial?
Affinity Advantage Financial contact info: Phone number: (845) 695-1900 Website: www.affinityadvantage.com
What does Affinity Advantage Financial do?

Tom Ammons Home specializes in providing personalized financial planning services, focusing on retirement income, investment management, asset protection, and managing healthcare costs. The firm emphasizes a tailored approach to financial strategies, ensuring that clients' unique goals and needs are prioritized. Their target clients include individ... uals preparing for retirement and those seeking to secure a steady income stream during their retirement years. With a commitment to clear communication and adaptability, Tom Ammons Home aims to support clients in navigating the complexities of personal finance.Read More

What are Affinity Advantage Financial social media links?
Affinity Advantage Financial Linkedin page Affinity Advantage Financial Twitter page Affinity Advantage Financial Facebook page
Is Affinity Advantage Financial a public company?
Affinity Advantage Financial is private company therefore does not currently have an official ticker symbol
See more information about Affinity Advantage Financial

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