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Affinity Wealth

EST. AUM
$217,543,050

CONTACTS
2

CLIENT ACCOUNTS
1,129

Firm Details

Metro area Cleveland
CRD Number 285169
Website tagplanning.com
Client types

Overview

The Affinity Group is an independent financial planning firm based in North Canton, Ohio. The firm provides financial planning services, including fee-based planning and non-fee-based analysis. It works with a network of professionals in estate planning, accounting and tax, banking, and debt management to offer additional financial services. The Affinity Group assists clients in managing various aspects of their financial situations.

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Address

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

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