Services

 


Here is a partial list of planning services.

In addition, we offer optional plan implementation, including financial product solutions from a wide variety of providers.

These planning services are linked to general topics on our website. For further information, please contact us.

© 2011,2012 Affinity Wealth Advisors Inc.

Affinity Wealth Advisors Inc., 4015 Executive Park Drive, Suite 215, Cincinnati, Ohio 45241. (513) 489-7900.

Investment Advisor Representative: Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative: Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC (www.finra.org). Cambridge and Affinity Wealth Advisors are not affiliated.

We are securities-registered in the following states: Ohio, Kentucky, California, Florida, Virginia, North Carolina, and Texas. This website is only intended for residents of these states, and is not intended as an offer to sell securities to residents of any other state. Links disclosure: Neither Affinity Wealth Advisors nor Cambridge Investment Research are responsible for the content or technology of third-party websites that are linked to or from this website. Certified Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.