Skip to content
Affinity Wealth Advisors Logo Affinity Wealth Advisors Logo
Home » Contact Us » sig_alan_2400dpi_bw_s
sig_alan_2400dpi_bw_salan2011-09-01T18:59:08-04:00

Affinity Wealth Advisors, Inc.
8170 Corporate Park Drive
Suite 210
Cincinnati, OH 45242
Phone: 513.489.7900
Email   |   Map

CURRENT CLIENTS: PORTAL & PLATFORM ACCESS

  • Affinity Web Portal
  • CIR-Statements
  • National Financial (Wealthscape)
  • American Funds (Retirement Plan Participants)
  • Schwab
  • Pershing
  • TDAmeritrade
  • TIAA

FINRA BrokerCheck®

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Form CRS for Cambridge
Form CRS for CIRA
Form CRS Supplement

DISCLOSURES AND LEGAL STUFF

Affinity Wealth Advisors Inc., 8170 Corporate Park Drive, Suite 210, Cincinnati, Ohio 45242. Phone: (513) 489-7900. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC (www.finra.org,www.sipc.org). Cambridge and Affinity Wealth Advisors are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Affinity Wealth Advisors Inc. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. 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.
© 2011-2025 Affinity Wealth Advisors, Inc.
FacebookXInstagramPinterest
Page load link
Go to Top