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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

📍 
720 Summit Blvd, Frisco, CO 80443
affinitytucson.com
✅ CityLocal Expert Trusted Business

Affinity Wealth Management is a highly regarded advisor specializing in non-profits and wealth management in Tucson, Arizona. With a mission centered around helping clients take care of themselves and their families, Affinity Wealth Management aims to understand each client's personal situation, goals, and risk tolerance to provide personalized solutions. Led by MBA Angela Baurley, the founder and CEO, the team at Affinity Wealth Management is committed to building long-term relationships based on open communication.

Their services encompass a comprehensive approach to financial planning, including retirement strategies tailored to individual needs and goals, lifestyle investment guidance to help clients navigate the complexities of smart investing, and effective estate planning to ensure loved ones are taken care of beyond one's lifetime. Affinity Wealth Management prides itself on partnering with clients every step of the way, helping them organize their financial lives and empowering them with knowledge for long-term financial independence.

For those interested in learning more or seeking expert financial advice, Affinity Wealth Management provides a platform where individuals can connect with local U.S. experts in non-profit and wealth management. Contact them today to start a conversation about your financial goals.