Affinity Investment Group, Llc logo
VerifiedFinancial Services· Founded 1998

Affinity Investment Group, Llc

Affinity Investment Group, LLC is a U.S. Securities & Exchange Commission registered investment advisor. If you would like a copy of our current brochure and supplement please contact the office. Please visit our website for additional disclosure. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, investment, and planning techniques in order to provide you with the best financial advice for your particular situation.

7-day free trial · no credit card

HeadquartersExeter, United StatesEmployees6(1 to 10)Annual revenue<$1MFounded year1998Websiteaffinityinvestmentgroup.comLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

6

1 to 10 range

Open roles

—

no listings

Distinct roles

4

indexed titles

Tech stack

0

tools in use

Monthly traffic

—

organic / mo

Sign up free to see all 4 verified contacts at Affinity Investment Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

4 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Affinity Investment Group, Llc

4 distinct titles indexed · top 4 shown.

  • 1cook
  • 1financial analyst
  • 1founder and managing member
  • 1registered investment adviser

Sign up to unlock all 4 contacts at Affinity Investment Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 4 verified contacts at Affinity Investment Group, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Affinity Investment Group, Llc | Kipplo Discover