Affinity Wealth Resources is a comprehensive financial planning firm based in Clinton, Connecticut. The company operates on a fee-only basis, emphasizing its role as a fiduciary to avoid conflicts of interest associated with commission-based products. Its core mission is to provide personalized, objective financial guidance covering areas such as retirement planning, investment management, insurance analysis, and estate planning to help clients achieve their long-term financial goals. The firm is a Registered Investment Adviser (RIA).

Founded in

United States