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Affinity Wealth Solutions

Affinity Wealth Solutions

Finance/Legal & Insurance

About Us

We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.

We understand that each client’s goals, ambitions, and dreams for their future make them unique. We partner with clients to educate and explain investment options available to meet their needs. When it comes to investing there is no one size fits all. That is why we strive to bring clarity and accountability to clients’ investment life while easing their stress and anxiety about investing.


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