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Affiance Financial

EST. AUM
$1,371,764,900

CONTACTS
2

CLIENT ACCOUNTS
4,165

Firm Details

Metro area Minneapolis
CRD Number 113200
Website affiancefinancial.com
Client types

Overview

Affiance Financial is a financial planning firm dedicated to providing personalized financial solutions to its clients. The firm's services encompass a wide range of financial planning areas, including investment planning, retirement income planning, education planning, estate and legacy planning, tax planning, risk management, and corporate retirement plans. By focusing on creating diversified portfolios, navigating retirement transitions, understanding education savings legislation, generating lifetime wealth, ensuring tax efficiency, managing risk, and assisting with corporate retirement plans, Affiance Financial aims to help clients achieve their financial goals and secure their financial future. The firm prides itself on its tailored approach, offering customized strategies to meet the unique needs and objectives of each client.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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