Affinity Wealth Partners

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

2664 E Kearney St, Springfield, Missouri...

Phone Number

(417) 520-3275

Revenue

$8.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Affinity Wealth Partners

Affinity Wealth Partners is a prominent financial advisory firm based in Springfield, Missouri, specializing in wealth management and financial planning. They offer personalized financial planning services designed to help clients achieve financial freedom, bypassing traditional banking solutions. The firm emphasizes a collaborative approach, guiding clients through a three-step process of meeting, planning, and implementing tailored financial strategies. Their target clients include individuals seeking comprehensive financial support throughout various life phases.Explore more
Affinity Wealth Partners's Social MediaPopular SearchesAffinity Wealth PartnersAffinity Wealth Partners - Raymond James Financial...SIC Code 62,628NAICS Code 52,523Show more

Affinity Wealth Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Wealth Partners

$8.6M
11-50
Private
-
-
DR
David ReynoldsChief Information Officer
<$5M
1-10
Private
-
2022
TB
Tyler BeaudoinFinancial Professional
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1990
N/A
<$5M
11-50
Private
-
2020
CS
Cheryl StagnerDirector, Insurance Management
<$5M
1-10
Private
-
2013
CJ
Cedrick JamesAdministrative Marketing Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affinity Wealth Partners Tech Stack

A closer look at the technologies used by Affinity Wealth Partners

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Frequently Asked Questions Regarding Affinity Wealth Partners

What is Affinity Wealth Partners's official website?
Affinity Wealth Partners's official website is www.affinitywp.com
What is Affinity Wealth Partners's Revenue?
Affinity Wealth Partners's revenue is $8.6 Million
What is Affinity Wealth Partners's SIC code?
Affinity Wealth Partners's SIC: 62,628
What is Affinity Wealth Partners's NAICS code?
Affinity Wealth Partners's NAICS: 52,523
How many employees does Affinity Wealth Partners have?
Affinity Wealth Partners has 11-50 employees
What industry does Affinity Wealth Partners belong to?
Affinity Wealth Partners is in the industry of: Finance, Securities Trading
What is Affinity Wealth Partners competition?
Affinity Wealth Partners top competitors include: E-Wealth Partners, Dirigo Private Wealth, O'Donnell Wealth Management, F n G Associates 2012
What technology does Affinity Wealth Partners use?
Some of the popular technologies that Affinity Wealth Partners uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Affinity Wealth Partners?
Affinity Wealth Partners contact info: Phone number: (417) 520-3275 Website: www.affinitywp.com
What does Affinity Wealth Partners do?

Affinity Wealth Partners is a prominent financial advisory firm based in Springfield, Missouri, specializing in wealth management and financial planning. They offer personalized financial planning services designed to help clients achieve financial freedom, bypassing traditional banking solutions. The firm emphasizes a collaborative approach, guidi... ng clients through a three-step process of meeting, planning, and implementing tailored financial strategies. Their target clients include individuals seeking comprehensive financial support throughout various life phases.Read More

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

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