Affinity Wealth Management LLC - Tucson, Arizona

Address: 2476 E River Rd, Tucson, AZ 85718, United States.
Phone: 5207953360.
Website: affinitytucson.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Affinity Wealth Management LLC

Affinity Wealth Management LLC 2476 E River Rd, Tucson, AZ 85718, United States

☎️5207953360

⏰ Open Hours of Affinity Wealth Management LLC

Monday: 8 am–4:30 pm
Tuesday: 8 am–4:30 pm
Wednesday: 8 am–4:30 pm
Thursday: 8 am–4:30 pm
Friday: 8 am–4:30 pm
Saturday: Closed
Sunday: Closed

Affinity Wealth Management LLC: Una Empresa de Gestión Patrimonial de Alta Calidad

Ubicada en Tucson, Arizona, Estados Unidos, Affinity Wealth Management LLC es una empresa de gestión patrimonial que ofrece servicios financieros de alta calidad a sus clientes.

Características y Especialidades

La empresa cuenta con una experiencia de más de 20 años en la industria financiera, lo que le permite ofrecer un nivel de servicio personalizado y personalizado a sus clientes. Sus especialidades incluyen planificación financiera, inversión y gestión patrimonial.

Algunos de los servicios que ofrece incluyen:

Planificación financiera personalizada
Inversión en activos de alta calidad
Gestión patrimonial estratégica
Asesoramiento sobre seguros y pensiones

Ubicación y Accesibilidad

La empresa tiene su sede en 2476 E River Rd, Tucson, AZ 85718, Estados Unidos. Su ubicación es accesible por vehículo y tiene un parque de estacionamiento para personas con discapacidad.

Además, la empresa tiene un entrada y un baño accesibles para personas con discapacidad.

Información de Contacto

Puedes contactar a Affinity Wealth Management LLC por teléfono al 520-795-3360 o visitar su sitio web en affinitytucson.com.

Opiniones de los Clientes

Según las opiniones de los clientes, Affinity Wealth Management LLC tiene un nivel de servicio excepcional y una gran capacidad para entender las necesidades financieras de sus clientes.

La empresa tiene 5 reseñas en Google My Business con una media de 5/5 estrellas.

Los clientes destacan la atención personalizada y la experiencia de la empresa en la industria financiera.

Otras Características

La empresa tiene un sistema de apoyo al cliente en línea y ofrece servicios de asesoramiento telefónico.

Además, la empresa tiene una experiencia de más de 20 años en la industria financiera, lo que le permite ofrecer un nivel de servicio personalizado y personalizado a sus clientes.

Esta empresa es ideal para aquellos que buscan un servicio de gestión patrimonial de alta calidad y atención personalizada.

Qué Debes Saber al Eligir una Empresa de Gestión Patrimonial

Al elegir una empresa de gestión patrimonial, es importante investigar y comparar diferentes opciones.

Debes considerar factores como la experiencia de la empresa en la industria financiera, sus especialidades y servicios ofrecidos, así como su reputación y opiniones de los clientes.

Además, es importante verificar si la empresa es miembro de alguna organización financiera reconocida y si tiene un sistema de apoyo al cliente en línea.

Conclusión

En resumen, Affinity Wealth Management LLC es una empresa de gestión patrimonial con una experiencia de más de 20 años en la industria financiera.

Ofrece servicios financieros de alta calidad y atención personalizada a sus clientes.

La empresa tiene una buena reputación y opiniones de excelencia de los clientes.

Keywords

Financial Planning, Wealth Management, Investment, Patrimonial Management, Financial Advisor, Personalized Service.

Summary

Affinity Wealth Management LLC es una empresa de gestión patrimonial con una experiencia de más de 20 años en la industria financiera que ofrece servicios financieros de alta calidad y atención personalizada a sus clientes.

Word Count

1047

Quality Score

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👍 Reviews of Affinity Wealth Management LLC

Affinity Wealth Management LLC - Tucson, Arizona

Anne S.

5/5

As the owner of a dental practice who's been with the Affinity Wealth Management team for over 20 years, I can say without hesitation that their level of personal service is exceptional. They take the time to know their clients, not just their portfolios. I value being able to speak directly with someone who knows me and understands the bigger picture of my financial goals. If you’re looking for someone who truly has your best interest at heart, I highly recommend Affinity Wealth Management. I trust them completely, and that trust has only deepened over time.

Britt S.

5/5

Angela and her team at Affinity Wealth Management give us complete peace of mind. They seem to be constantly monitoring our accounts and come to us with sell/purchase ideas when the market isn't even on our radar. We meet with Angela virtually, or over the phone, once a year to review our holdings, and what we are thinking about for our future. She is always so friendly that a meeting I would normally dread, is a ton of fun - and always informational. The entire team is extremely knowledgable and responsive. I don't worry constantly about our financial future because I know that Affinity is looking out for us.

Barbara B.

5/5

My husband and I spent our entire working careers in the nonprofit sector and, as a result, we did not have any retirement savings. I met Angela when she was on the board for Habitat for Humanity Tucson and was so impressed, we made an appointment. Her knowledge, ability to listen, ethical standards, great team, sense of humor and kindness led us to begin our relationship. Over the last 18 years, we have gone from basically nothing to a sizable nest egg that will carry us forward comfortably. We meet at least twice a year but any time I have a question or concern, the team is right there for us. Additionally when there are changes to the market or other financial opportunities, we hear from them right away. We feel that they always have our back. I have recommended Affinity Wealth Management to several of my friends and colleagues, and those who have contacted her have subsequently become clients. I can not recommend their services enough and if we could give them 10 stars, we would.

Pam M.

5/5

I started working with Angela and her team shortly after the death of my husband in 2005. Her optimism regarding what I thought might be a dismal financial future made me skeptical, at first. However, twenty years later, I am more comfortable than I dared hope and even have the ability to share my good fortune with my children and grandchildren on a regular basis. She and her team are financially savvy, responsive, communicate regularly,….and I trust them completely.

Cecily U.

5/5

Angela and Vanessa have been wonderful. We have some weird needs (buying a house in a foreign country) and they were incredibly proactive in making sure we had the money ready to go and choosing the best times to divest it. I feel we can trust them completely.