Affinity Trusts
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1014 S Westlake Blvd # 14-164, Westlake ...Phone Number
(310) 882-6537Website
www.affinitytrusts.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Affinity Trusts
Affinity Trusts serves as a bridge between professional estate planning attorneys and financial institutions, associations, and employer groups, addressing the growing need for estate planning services. The company emphasizes the importance of estate planning for everyone, regardless of wealth, ensuring that clients can manage their health and financial decisions effectively. Affinity Trusts aims to provide comprehensive and affordable estate planning solutions that facilitate the timely and cost-effective transfer of assets to heirs. Their services are particularly beneficial for credit union members, offering high-quality support and guidance throughout the estate planning process.Explore more
Affinity Trusts Org Chart
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Affinity Trusts is experiencing very low activity levels compared to other companies in the Finance sector.
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Affinity Trusts serves as a bridge between professional estate planning attorneys and financial institutions, associations, and employer groups, addressing the growing need for estate planning services. The company emphasizes the importance of estate planning for everyone, regardless of wealth, ensuring that clients can manage their health and fina... Read More
