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Affinity Wealth Management Group

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

Affinity Wealth Management is a financial service provider based in Tucson, Arizona. They have a team of professionals who are dedicated to providing personalized solutions and reliable guidance for non-profits and wealth management. With their comprehensive range of services, they aim to assist individuals and organizations in achieving their financial goals.

Some of the services offered by Affinity Wealth Management include foundation and endowment guidance, comprehensive financial planning, investment consulting, advanced investment analytics, alternative investments, trust services, retirement strategies, risk management, estate strategies, life insurance planning, and more. They take a client-centered approach and prioritize open and honest communication to build long-term relationships with their clients.

Affinity Wealth Management is committed to understanding their clients' personal situations, identifying their goals, and assessing their tolerance for risk. By doing so, they can tailor their services to meet individual needs and provide personalized advice. Their goal is to help clients organize their financial lives, address their entire financial landscape, and partner with them every step of the way.