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Affinity Investment Group
About
Affinity Investment Group is an investment advisory firm providing wealth management and distribution-planning services.
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Highlights
Details
- Industries
- Financial Services
- Number Of Employee
- 1 - 10
- Operating Status
- Active
Affinity Investment Group is an investment advisory firm providing wealth management and distribution-planning services for retirees or those planning to retire.The firm offers financial planning services and portfolio management for individuals and/or small businesses, as well as investing and portfolio design, estate planning and asset protection, tax planning, and retirement and distribution planning. Its investment management process begins with acquiring a clear appreciation of the client's individual financial situation. This includes understanding their investment objectives, current asset allocation mix, risk tolerance, and cash flow requirements.Gregory B Gagne founded the firm in Exeter, New Hampshire.
