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
ZI Rank: 1
Signal Type
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ZI Rank
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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 their financial future. With a commitment to clear communication and adaptability, they aim to guide clients through the complexities of personal finance.Explore more
Affinity Advantage Financial's Social MediaPopular SearchesAffinity Advantage FinancialAffinity Advantage Financial SolutionsAffinity Advantage Incaffinityadvantage.comAffinity Advantage Technologies IncSIC Code 62,628NAICS Code 52,523Show more

Affinity Advantage Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Advantage Financ...

<$5M
1-10
Private
-
1999
$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
-
2009
<$5M
1-10
Private
-
2014
DW
Dennis WilliamsInvestment Advisor & Representative
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2010
JM
Julian MorrisPrincipal and Founder - Concierge Wealth Management
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affinity Advantage Financial Tech Stack

A closer look at the technologies used by Affinity Advantage Financial

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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, WSI Financial Partners, MassMutual, WR Anderson
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 their financial future. With a commitment to clear communication and adaptability, they aim to guide clients through 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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