Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (970) 668-8448.
Our principal focus is client service and providing straightforward, objective financial advice. While some advisers push their company’s own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals.
Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401k to roll over, Aleda and members of our ensemble practice stand ready to help you. The financial world can be intimidating; don’t face it alone!
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or need more information on our firm, please email or call us at (970) 668-8448. Our goal is to help you.