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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

720 Summit Blvd, Frisco, CO 80443
✅ LocalCity Market Trusted Business

Affinity Wealth Management is a reputable financial advisory firm based in Tucson, Arizona. With a focus on serving non-profit organizations and individuals, they offer personalized solutions and reliable guidance to help clients achieve their financial goals. Affinity Wealth Management believes in building long-term relationships based on open and honest communication, making client satisfaction a top priority.

The team at Affinity Wealth Management understands the importance of taking care of oneself and one's family. They work closely with clients to gain a deep understanding of their personal situations, financial goals, and risk tolerance levels. This knowledge allows them to develop tailored strategies that address individual needs.

Services offered by Affinity Wealth Management include retirement planning, estate planning, investment management, insurance strategies, tax planning, and more. They take a comprehensive approach to organize clients' financial lives and partner with them every step of the way.

Affinity Wealth Management is not only committed to their clients but also dedicated to giving back to the community they serve. They actively support various organizations including Tucson Theatre, Habitat for Humanity, the United States Humane Society, and more.

To learn more about how Affinity Wealth Management can help you with your financial needs or to schedule a consultation, visit their website or contact them directly at 520-795-3360.