Affinity Financial Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Canada · 11-50 Employees
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Overview
Headquarters
90 Lovett Lake Ct Ste 301, Halifax, Nova...Phone Number
(902) 377-8000Website
www.affinityfg.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Affinity Financial Group
Affinity Financial Group is an independent, boutique advisory firm that provides objective financial advice aimed at simplifying clients' financial lives. They offer a comprehensive range of services including investment management, estate planning, and wealth management tailored for qualified families and individuals. Their core approach mirrors sophisticated investment strategies typically used by institutions and ultra-high-net-worth clients. Affinity Financial Group prides itself on being a trusted ally in navigating the complexities of accumulated wealth.Explore more
Affinity Financial Group Org Chart
GR
Portfolio Manager & Financial Advisor
NT
Senior Associate
NF
Senior Tax & Advisory Specialist
BR
Independent Investment Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
Company Profile Activity
Activity Insights
Affinity Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Affinity Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affinity Financial Group.
Affinity Financial Group Tech Stack
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Affinity Financial Group is an independent, boutique advisory firm that provides objective financial advice aimed at simplifying clients' financial lives. They offer a comprehensive range of services including investment management, estate planning, and wealth management tailored for qualified families and individuals. Their core approach mirrors s... Read More
