Affinity Financial Group

Accounting for Legal Practices · Florida, United States · 11-50 Employees

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Overview

Headquarters

6821 Us Hwy 19, New Port Richey, Florida...

Revenue

<$5 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading
ZI Rank: 1
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ZI Rank
1
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About Affinity Financial Group

We at Affinity Financial have always been guided by our mission of providing the best consultative service to our clients. I know, as a Chartered Accountant like yourself, that you share this same mission. Together, we can provide our clients with the most comprehensive personal service business existing in Canada. Together with our CA mentality and drive for an unbiased consultative environment, all shaped by an uncompromising drive towards customer service excellence, we will succeed. As CAs, we need to protect our own business and our respective families who depend on that business. We see the oncoming challenges of our industry and the ultimate reality that exists: that we are a "sunset industry" that needs to immediately reinvent itself to ensure that we remain relevant to our clients and industry in the too near future. Affinity offers CAs an easy turnkey business opportunity that allows for a natural segue into the growing financial planning industry.Explore more
Popular SearchesAffinity Financial Group IncSIC Code 87,872NAICS Code 54,541Show more

Affinity Financial Group Org Chart

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RS
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Portfolio Manager

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AJ
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Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Financial Group

<$5M
11-50
Private
-
-
RS
Ray SousaPortfolio Manager
$5M
11-50
Private
-
1985
BL
Brittany LabronFinancial Planner
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
2010
CM
Carl MasonFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
Illustration of an envelope

Affinity Financial Group Tech Stack

A closer look at the technologies used by Affinity Financial Group

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Affinity Financial Group

What is Affinity Financial Group's official website?
Affinity Financial Group's official website is www.affinityfinancial.com
What is Affinity Financial Group's Revenue?
Affinity Financial Group's revenue is <$5 Million
What is Affinity Financial Group's SIC code?
Affinity Financial Group's SIC: 87,872
What is Affinity Financial Group's NAICS code?
Affinity Financial Group's NAICS: 54,541
How many employees does Affinity Financial Group have?
Affinity Financial Group has 11-50 employees
What industry does Affinity Financial Group belong to?
Affinity Financial Group is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Affinity Financial Group competition?
Affinity Financial Group top competitors include: Investment Planning Counsel, TRIO Financial Planning, Vancouver Financial Planning Consultants, Investment Planning Counsel
What technology does Affinity Financial Group use?
Some of the popular technologies that Affinity Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google AdSense
What does Affinity Financial Group do?

We at Affinity Financial have always been guided by our mission of providing the best consultative service to our clients. I know, as a Chartered Accountant like yourself, that you share this same mission. Together, we can provide our clients with the most comprehensive personal service business existing in Canada. Together with our CA mentality an... d drive for an unbiased consultative environment, all shaped by an uncompromising drive towards customer service excellence, we will succeed. As CAs, we need to protect our own business and our respective families who depend on that business. We see the oncoming challenges of our industry and the ultimate reality that exists: that we are a "sunset industry" that needs to immediately reinvent itself to ensure that we remain relevant to our clients and industry in the too near future. Affinity offers CAs an easy turnkey business opportunity that allows for a natural segue into the growing financial planning industry.Read More

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

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