83
56
Growth Score
-6 pts
Heat Score
6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Affinity Investment Group is an investment advisory firm providing wealth management and distribution-planning services.
- Greg Gagne: Founder and Managing Member
About the Company
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.
