The AFI Group - Advanced Financial Independence Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

17782 17th St Ste 206, Tustin, Californi...

Phone Number

(714) 543-5900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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2

About The AFI Group - Advanced Financial Independence Group

The AFI Group, established in 1979, specializes in providing financial planning services aimed at helping conservative, value-driven families achieve financial independence and build a lasting legacy. They offer a comprehensive approach that includes retirement planning, emergency planning, and legacy planning, ensuring clients are prepared for life's uncertainties while optimizing their wealth for future generations. The company collaborates with strategic partners such as CPAs and estate planning attorneys to create a cohesive financial plan that aligns with family values and objectives. With a focus on protecting families and securing their financial future, The AFI Group has served over 250 clients, emphasizing the importance of financial freedom for the American family.Explore more
The AFI Group - Advanced Financial Independence Group's Social MediaPopular SearchesThe AFI Group - Advanced Financial Independence Gr...Advanced Financial ConceptsAdvanced SavingsAfi Group LLCAdvanced Financial Independence GroupSIC Code 62,628NAICS Code 52,523Show more

The AFI Group - Advanced Financial Independence Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The AFI Group - Advanced ...

<$5M
1-10
Private
-
1979
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
RH
Robert HerrmannFounder & CEO
<$5M
1-10
Private
-
2003
CD
Cory DavisFinancial Consultant and Partner
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The AFI Group - Advanced Financial Independence Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The AFI Group - Advanced Financial Independence Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The AFI Group - Advanced Financial Independence Group.

The AFI Group - Advanced Financial Independence Group Tech Stack

A closer look at the technologies used by The AFI Group - Advanced Financial Independence Group

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Frequently Asked Questions Regarding The AFI Group - Advanced Financial Independence Group

What is The AFI Group - Advanced Financial Independence Group's official website?
The AFI Group - Advanced Financial Independence Group's official website is www.theafigroup.com
What is The AFI Group - Advanced Financial Independence Group's Revenue?
The AFI Group - Advanced Financial Independence Group's revenue is <$5 Million
What is The AFI Group - Advanced Financial Independence Group's SIC code?
The AFI Group - Advanced Financial Independence Group's SIC: 62,628
What is The AFI Group - Advanced Financial Independence Group's NAICS code?
The AFI Group - Advanced Financial Independence Group's NAICS: 52,523
How many employees does The AFI Group - Advanced Financial Independence Group have?
The AFI Group - Advanced Financial Independence Group has 1-10 employees
What industry does The AFI Group - Advanced Financial Independence Group belong to?
The AFI Group - Advanced Financial Independence Group is in the industry of: Finance, Securities Trading
What is The AFI Group - Advanced Financial Independence Group competition?
The AFI Group - Advanced Financial Independence Group top competitors include: Herrmann Financial Group, Maclean Wealth Planning, IMZ Financial Services, Legacy One Financial
What technology does The AFI Group - Advanced Financial Independence Group use?
Some of the popular technologies that The AFI Group - Advanced Financial Independence Group uses are: Cloudflare Website Optimization, Cloudflare CDN, GoDaddy DNS, Amazon Web Hosting
How do I contact The AFI Group - Advanced Financial Independence Group?
The AFI Group - Advanced Financial Independence Group contact info: Phone number: (714) 543-5900 Website: www.theafigroup.com
What does The AFI Group - Advanced Financial Independence Group do?

The AFI Group, established in 1979, specializes in providing financial planning services aimed at helping conservative, value-driven families achieve financial independence and build a lasting legacy. They offer a comprehensive approach that includes retirement planning, emergency planning, and legacy planning, ensuring clients are prepared for lif... e's uncertainties while optimizing their wealth for future generations. The company collaborates with strategic partners such as CPAs and estate planning attorneys to create a cohesive financial plan that aligns with family values and objectives. With a focus on protecting families and securing their financial future, The AFI Group has served over 250 clients, emphasizing the importance of financial freedom for the American family.Read More

What are The AFI Group - Advanced Financial Independence Group social media links?
The AFI Group - Advanced Financial Independence Group Linkedin page The AFI Group - Advanced Financial Independence Group Twitter page The AFI Group - Advanced Financial Independence Group Facebook page
Is The AFI Group - Advanced Financial Independence Group a public company?
The AFI Group - Advanced Financial Independence Group is private company therefore does not currently have an official ticker symbol
See more information about The AFI Group - Advanced Financial Independence Group

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