Affinity Advisory Network
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
4450 Belden Village St NW Ste 704, Canto...Phone Number
(234) 425-3314Revenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
2
3
4
3
2
About Affinity Advisory Network
Affinity Advisory Network (AAN) specializes in providing customized financial planning services focused on retirement and estate planning for clients across the United States. The firm utilizes innovative virtual appointments to offer accessible and personalized guidance, enabling individuals to connect with financial professionals from the comfort of their homes. AAN's multidisciplinary team includes financial advisors, CPAs, insurance agents, and attorneys, all working collaboratively to develop tailored plans that protect and manage clients' assets effectively. With a commitment to leveraging technology and a streamlined process, Affinity is dedicated to fostering meaningful relationships and helping clients navigate their financial future with confidence.Explore more
Affinity Advisory Network Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Affinity Advisory Network is experiencing very low activity levels compared to other companies in the Finance sector.
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Affinity Advisory Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affinity Advisory Network.
Affinity Advisory Network financials insights
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2020
Debt
$150K
2021
Debt
$167K
Affinity Advisory Network Tech Stack
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Affinity Advisory Network (AAN) specializes in providing customized financial planning services focused on retirement and estate planning for clients across the United States. The firm utilizes innovative virtual appointments to offer accessible and personalized guidance, enabling individuals to connect with financial professionals from the comfort... Read More
