Affinity Financial Solutions
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
4371 Madison Ave, Trumbull, Connecticut,...Phone Number
(203) 261-3418Website
www.affinityfinancials.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Affinity Financial Solutions
Affinity Financial Solutions, LLC is a fee-based independent Registered Investment Adviser based in Connecticut, specializing in financial advisory and integrated wealth management services. They focus on retirement planning, financial planning, and investment management for individual portfolios, IRAs, trusts, and retirement plans. The company is committed to acting as a fiduciary, ensuring that clients' interests are prioritized without the obligation to sell proprietary products. Their mission is to help clients invest wisely and achieve personal financial goals through sound advice and exceptional service.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Affinity Financial Soluti...
<$5M
11-50
Private
-
2008
N/A
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
Company Profile Activity
Activity Insights
Affinity Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Affinity Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affinity Financial Solutions.
Affinity Financial Solutions Tech Stack
A closer look at the technologies used by Affinity Financial Solutions
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Frequently Asked Questions Regarding Affinity Financial Solutions
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Affinity Financial Solutions, LLC is a fee-based independent Registered Investment Adviser based in Connecticut, specializing in financial advisory and integrated wealth management services. They focus on retirement planning, financial planning, and investment management for individual portfolios, IRAs, trusts, and retirement plans. The company is... Read More
