Details

Industries

Financial Services

Number Of Employee

1 - 10

Operating Status

Active

Affinity Investment Group is an investment advisory firm providing wealth management and distribution-planning services for retirees or those planning to retire.

The firm offers financial planning services and portfolio management for individuals and/or small businesses, as well as investing and portfolio design, estate planning and asset protection, tax planning, and retirement and distribution planning. Its investment management process begins with acquiring a clear appreciation of the client's individual financial situation. This includes understanding their investment objectives, current asset allocation mix, risk tolerance, and cash flow requirements.

Gregory B Gagne founded the firm in Exeter, New Hampshire.