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Learn about investment strategies and portfolio design. Our investment management process begins with acquiring a clear appreciation of your individual financial situation.
Our Team | Affinity Investment Group, LLC
Greg serves as an investment advisor and is the founder of Affinity Investment Group, LLC an investment advisory firm registered with the SEC, to offer wealth management and distribution …
About Us | Affinity Investment Group, LLC
We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor.
Gregory B Gagne | Affinity Investment Group, LLC
Greg serves as an investment advisor and is the founder of Affinity Investment Group, LLC an investment advisory firm registered with the SEC, to offer wealth management and distribution …
Affinity Client Portal | Affinity Investment Group, LLC
Click HereOffice 18 Hampton Rd. Unit #7 Exeter NH 03833 Client Login Important Disclosure Information Form CRS ADV Part 2A Privacy Policy
Mar 13, 2025 · This Firm Brochure provides you with a summary of Affinity Investment Group, LLC's advisory services and fees, professionals, certain business practices and policies, as well as actual …
Our Process | Affinity Investment Group, LLC
The Team at Affinity Investment Group, LLC will work with you to create a plan that is flexible enough to meet your changing needs. The first step to achieving financial security is creating a strong financial …
Peter Willcox, Jr. | Affinity Investment Group, LLC
He enjoys bringing his "Wall St. knowledge to Main St." and serving the clients of Affinity Investment Group, LLC since 2009. Since 2022, Peter has also been serving on the Board of and volunteering …
Important Disclosure Information - Affinity Investment Group
Affinity Investment Group, LLC (“Affinity”) is an SEC registered investment adviser located in Exeter, New Hampshire. A copy of Affinity’s current written disclosure Brochure discussing our advisory …
Connect | Affinity Investment Group, LLC
Office 18 Hampton Rd. Unit #7 Exeter NH 03833 Client Login Important Disclosure Information Form CRS ADV Part 2A Privacy Policy