Affinity Investment Group

Finance · New Hampshire, United States · 11-50 Employees

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Overview

Headquarters

18 Hampton Rd Ste 7, Exeter, New Hampshi...

Phone Number

(603) 778-6436

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Affinity Investment Group

Affinity Investment Group, LLC specializes in providing comprehensive financial and estate planning services, including investing and portfolio design, retirement and distribution planning, and tax planning. The firm adopts a holistic approach to help families create, preserve, and manage their finances effectively. Their team is dedicated to understanding individual client goals and developing tailored strategies to achieve them. Affinity Investment Group aims to be a trusted advisor for clients seeking to secure their financial future and legacy.Explore more
Affinity Investment Group's Social MediaPopular SearchesAffinity investment Group LLCAffinity Investment GroupAffinity Investments LLCAffinity Group Investments LLCAffinity Investment Group LPSIC Code 62,628NAICS Code 52,523Show more

Affinity Investment Group Org Chart

PhoneEmail
Denise Gallagher, Chief Operations Officer at Affinity Investment Group
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Chief Operations Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Investment Group

<$5M
11-50
Private
-
1998
Denise Gallagher, Chief Operations Officer at Affinity Investment Group
Denise GallagherChief Operations Officer
$5.2M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Affinity Investment Group Tech Stack

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Frequently Asked Questions Regarding Affinity Investment Group

What is Affinity Investment Group's official website?
Affinity Investment Group's official website is www.affinityinvestmentgroup.com
What is Affinity Investment Group's Revenue?
Affinity Investment Group's revenue is <$5 Million
What is Affinity Investment Group's SIC code?
Affinity Investment Group's SIC: 62,628
What is Affinity Investment Group's NAICS code?
Affinity Investment Group's NAICS: 52,523
How many employees does Affinity Investment Group have?
Affinity Investment Group has 11-50 employees
What industry does Affinity Investment Group belong to?
Affinity Investment Group is in the industry of: Finance, Securities Trading
What is Affinity Investment Group competition?
Affinity Investment Group top competitors include: Stockade Wealth Management, Focus Financial Network, Ambrose Wealth Management, Waterford Advisors
What technology does Affinity Investment Group use?
Some of the popular technologies that Affinity Investment Group uses are: Drupal, Enom DNS Hosting, Smarsh, Google Tag Manager
How do I contact Affinity Investment Group?
Affinity Investment Group contact info: Phone number: (603) 778-6436 Website: www.affinityinvestmentgroup.com
What does Affinity Investment Group do?

Affinity Investment Group, LLC specializes in providing comprehensive financial and estate planning services, including investing and portfolio design, retirement and distribution planning, and tax planning. The firm adopts a holistic approach to help families create, preserve, and manage their finances effectively. Their team is dedicated to under... standing individual client goals and developing tailored strategies to achieve them. Affinity Investment Group aims to be a trusted advisor for clients seeking to secure their financial future and legacy.Read More

What are Affinity Investment Group social media links?
Affinity Investment Group Linkedin page Affinity Investment Group Facebook page
Is Affinity Investment Group a public company?
Affinity Investment Group is private company therefore does not currently have an official ticker symbol
See more information about Affinity Investment Group

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