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From Affinity Wealth Management
Hours
Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 4:30PM
Saturday: ClosedSunday: Closed
Are you ready to plan for your retirement? Or perhaps you need financial advice? Maybe you need someone to help you handle a sudden increase in assets? Whatever your financial needs, Affinity Wealth Management in Tucson is here to assist with our financial planning services. We recognize that choosing who manages your money is a monumental decision. That’s why we are dedicated to assisting clients in all their financial management needs including: portfolio management, retirement strategies, risk management, life insurance, estate strategies, trust fund setup, social security strategies, investment consulting, foundation and endowment guidance, and much more. Call or visit our website to learn how Affinity Wealth Management can help you.
Google: 5/5
Affinity Wealth Management in Tucson offers comprehensive financial planning services tailored to meet various client needs, including retirement strategies, portfolio management, risk management, and investment consulting. The firm emphasizes building strong personal relationships with clients, ensuring they feel valued and understood rather than just another account number. Clients have praised the team for their exceptional level of service and trustworthiness, noting that they take the time to understand individual goals and financial histories. With over 20 years of experience, Affinity Wealth Management has earned a reputation for expertise and professionalism, particularly in managing endowment accounts for organizations. Their strategic guidance has helped clients grow and protect their assets, providing peace of mind and stability for the future. Overall, Affinity Wealth Management is highly recommended for anyone seeking personalized and trustworthy financial advice.