34
Growth Score
pts
Heat Score
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Affinity Financial Solutions LLC provides financial advisory and wealth management services, focusing on investments and retirement.
About the Company
Affinity Financial Solutions provides fee-based financial planning and investment management services to individuals, families, trusts, and retirement plans. Its services include retirement planning, portfolio management, college funding strategies through its division Advanced College Funding Solutions, and analysis of insurance, estate, and
tax-related matters. Affinity operates without affiliation to proprietary financial products and maintains a fiduciary standard in client relationships.
