AFFINITY INVESTMENT GROUP
Affinity Investment Group is an investment advisory firm providing wealth management and distribution-planning services for retirees or those planning to retire. The firm offers financial planning services and portfolio management for individuals and/or small businesses, as well as investing and portfolio design, estate planning and asset protection, tax planning, and retirement and distribution planning. Its investment management process begins with acquiring a clear appreciation of the client's individual financial situation. This includes understanding their investment objectives, current asset allocation mix, risk tolerance, and cash flow requirements. Gregory B Gagne founded the firm in Exeter, New Hampshire.
AFFINITY INVESTMENT GROUP
Industry:
Financial Services
Founded:
1998-01-01
Address:
Exeter, New Hampshire, United States
Country:
United States
Website Url:
http://www.affinityinvestmentgroup.com
Total Employee:
1+
Status:
Active
Contact:
877-858-8156
Technology used in webpage:
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Current Employees Featured
Greg Gagne Founder and Managing Member @ Affinity Investment Group
Founder and Managing Member
1997-01-01
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2019-06-12 | CreatorIQ | Affinity Investment Group investment in Series B - CreatorIQ | 12 M USD |
| 2017-05-15 | Accern | Affinity Investment Group investment in Seed Round - Accern | 1.25 M USD |
Official Site Inspections
http://www.affinityinvestmentgroup.com
- Host name: ec2-34-211-24-137.us-west-2.compute.amazonaws.com
- IP address: 34.211.24.137
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818
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