Affinity Wealth Management Group - Frisco, Colorado
Address: 720 Summit Blvd Suite 101B, Frisco, CO 80443.
Phone: 9706688448.
Website: affinitywmg.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Affinity Wealth Management Group
Okay, here’s a detailed overview of Affinity Wealth Management Group, presented in a formal and helpful tone, suitable for someone seeking information about their services:
Affinity Wealth Management Group: A Comprehensive Overview
For individuals and families seeking expert guidance in navigating their financial future, Affinity Wealth Management Group presents itself as a dedicated provider of financial planning services. Located in Frisco, Colorado, the firm operates with a commitment to personalized attention and strategic wealth management.
Location and Contact Information:
Affinity Wealth Management Group is strategically situated at 720 Summit Blvd Suite 101B, Frisco, CO 80443. They can be reached directly at Phone: 970-668-8448. You can also explore their offerings and learn more via their website: Website: affinitywmg.com.
Specializations and Services:
The core focus of Affinity Wealth Management Group is providing comprehensive financial planning solutions. This encompasses a wide range of services, including:
Retirement Planning
Investment Management
Estate Planning
Education Funding
Insurance Planning
They tailor their approach to meet the unique needs and goals of each client, ensuring a robust and well-structured financial strategy.
Accessibility and Amenities:
Affinity Wealth Management Group prioritizes inclusivity and accessibility. The office features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a strong commitment to serving all clients comfortably. Standard restroom facilities are also available. Appointments are highly recommended to ensure dedicated time and focused attention.
Current Feedback & Reputation:
Currently, Affinity Wealth Management Group has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While this represents a nascent stage of public feedback, it's important to note that the company is relatively new to online reviews.
Key Considerations & Additional Information:
Client-Centric Approach: The firm emphasizes building strong, long-term relationships with its clients, prioritizing open communication and understanding.
Experienced Professionals: (Details about the team's experience and qualifications would be beneficial here, ideally sourced from their website.)
Discretion and Confidentiality: Affinity Wealth Management Group recognizes the sensitive nature of financial information and maintains the highest standards of discretion and confidentiality.
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Recommendation:
Given the firm's dedication to accessibility and their specialization in financial planning, Affinity Wealth Management Group appears to be a promising option for individuals seeking a personalized and professional approach to managing their wealth. We strongly recommend visiting their website at affinitywmg.com to schedule an initial consultation and discuss your specific financial goals. Contacting them directly at 970-668-8448 is also encouraged to explore their services further.