Affinity Investment Group
Affinity Investment Group is an investment advisory firm providing wealth management and distribution-planning services.
Business Model: B2B
Revenue: $7.2M
Employees: 11-50
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Detailed Affinity Investment Group Information
Geographic Data
Address: 18 Hampton Rd
City: Exeter
State: NH
Zip: 03833
Country: US
Financial Info
Stage:
Raised Last:
$0
Raised Total:$0
Social
Metrics
6,442,039Website Global Rank
1,366Website Monthly Traffic
Twitter Followers
Description
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;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.
Contact Phone:
+16037786436
Contact Email:
Startup Industries
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Portfolio Current Status
Portfolio Employee Count
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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