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Finity Group

EST. AUM
$150,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Portland, OR
CRD Number
Website thefinitygroup.com
Client types

Overview

Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the medical community. As an independent firm without any proprietary relationship to insurance companies or investment related products, Finity is able to delve into each clients situation to produce a plan specific to their unique goals. - Financial Planning - Investing - Retirement Planning - Insurance Planning - Debt Management

Platform Details

Investment Preferences

Alternative Activity

Address

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

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