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VerifiedFinancial Services· Founded 2009

The Affinity Group Lnc

Your vision, Our guidance.” The Affinity Group is an independent, privately owned financial planning organization located in North Canton Ohio. The Affinity Group values the fact that each client's needs are very different, therefore our process must be unique as well. Whether you are looking for a more holistic and comprehensive financial plan, or you prefer to focus on just one area or problem, our ability to work with clients in either a fee based financial planning capacity or by providing a non fee based “basic analysis” makes our firm very unique to our peers. We have created a "network of specialists" so that all of our clients can receive feedback in the areas of estate planning, accounting/tax, banking, and debt management. The team of professionals has been hand selected and represents individuals who are at the top of their field within their industry. Our ambition is to be each of our clients "family CFO", serving as the trusted advisor that helps guide decisions in every aspect of their financial lives.

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HeadquartersCanton, United StatesEmployees6(1 to 10)Annual revenue$100M to <$1BFounded year2009Websitetagplanning.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

6

1 to 10 range

Open roles

2

across 2 depts

Distinct roles

5

indexed titles

Tech stack

1

tools in use

Monthly traffic

193

organic / mo

Hiring · 2 open positions across 2 departments

Sales1
Customer Success1

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Top roles at The Affinity Group Lnc

5 distinct titles indexed · top 5 shown.

  • 3the affinity group lnc
  • 1associate financial advisor
  • 1chief operating officer & chief compliance officer
  • 1director of new business & service
  • 1the affinity group inc

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