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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

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

Affinity Wealth Management is a trusted financial advisory firm located in Tucson, Arizona. With a dedicated team of professionals, they strive to provide personalized solutions and reliable guidance to both non-profit organizations and individuals seeking wealth management services. The firm prioritizes understanding each client's personal situation, identifying their goals, and assessing their risk tolerance to create a tailored approach.

Founded by MBA Angela Baurley, Affinity Wealth Management takes a client-centered approach to help individuals and families craft personalized plans to manage their wealth effectively. Their comprehensive services cover various aspects of financial planning, including retirement strategies, lifestyle investing, and estate planning. By addressing the entire financial landscape, Affinity Wealth Management aims to partner with clients every step of the way towards achieving their financial goals.

In addition to their commitment to clients, Affinity Wealth Management also demonstrates a dedication to the community. They actively engage with numerous organizations such as Habitat for Humanity and the United States Humane Society. By supporting these initiatives, Affinity Wealth Management showcases their passion for making a positive impact beyond their financial services.

To learn more about how Affinity Wealth Management can assist you in achieving your financial goals while providing a personalized and client-focused experience, visit their website or contact them directly.