Services To Fit Your Situation

PLANNING GOALS:

We have years of experience helping clients prepare for the unknown while meeting their financial goals. 

As an independent financial services firm, we can access many different products and services that would be specific to meet your needs.   

* Portfolio Analysis    
* Asset  Allocation Analysis                          
* Investment Advisory Services        
* Employee Benefit Plans                  
* Retirement Planning       
* Long-term Care Planning                 
* Pension Rollover Planning              
* Business Planning                          
* Business Plan Preparation Services     
* Risk Analysis (Insurance)          
* College Fund Planning                  
* Financial Consultation                            
* Year End Financial Planning        
* Estate Planning and Analysis     
* Beloved Pet  -  Care Planning       
* Compliance Consulting     
* Insurance Products     
 

**Tax Preparation provided  by DAP Financial, Inc. 


Affinity Financial LLC is a state registered investment advisory firm licensed to serve Ohio residents, only.  Therefore, information obtained from this site by individuals that do not reside in the state of Ohio is not solicited, nor construed to be a form of solicitation thereof.

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.    

Our Professional Partners in Providing Services:

Institutional Money Managers and brokerage services

Various Mutual Fund Companies

Accountants

Attorneys

Insurance Companies

Computer Analysts & Designers

Bankers

Tax Preparation Providers

Third-Party Administration Firms

**Client preferred professionals also considered.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.  We are obliged to educate as well as facilitate!  We  understand that finance is complicated, therefore, we encourage our clients to fell comfortable with an open dialogue.  If we can not help you, we will refer you to someone that can.  

"The unknown is more fearful than the known." 

Advisor At Your Service

Disclosures:

Ethical and Privacy Policies

  

Code of Ethics

1. All associates, owners, and agents of Affinity Financial LLC must act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employees, and colleagues within the financial services profession.

2. All associates, owners, and agents of Affinity Financial LLC must place the integrity of the investment profession and the interests of the client above their own personal interests.

3. All associates, owners, and agents of Affinity Financial LLC must use reasonable care, exercise independent, professional judgment, when providing financial advice, making investment recommendations, and during any period of the financial planning process. 

4. All associates, owners, and agents of Affinity Financial LLC will conduct business in a professional and ethical manner as well as abide by all applicable state and federal laws. 

5. All associates, owners, and agents of Affinity Financial LLC must maintain and constantly work to improve their level of competence by continuing education, professional association memberships, and maintaining the required licensing to practice in this firm.

6. All associates, owners, and agents of Affinity Financial LLC must not knowingly make any misrepresentations relating to financial products, services, affiliations, or any other professional activities.

7. All associates, owners, and agents of Affinity Financial LLC must not engage in any activity that would be considered professional misconduct. This would include dishonesty, fraud, deceit, or any activity that would be considered just cause for regulatory violations.

8. All associates, owners, and agents of Affinity Financial LLC must have total loyalty to their clients and act with reasonable care and competence as well as exercise prudent judgment. All recommendations and decisions must be made with total independence and objectivity in the best interests of the client at all times.

9. All associates, owners, and agents of Affinity Financial LLC must not solicit or accept any gift or benefit that would misconstrue or compromise the decisions and/or recommendations made while working with/for a client. 

10. All associates, owners, and agents of Affinity Financial LLC must act with care in preserving the privacy of the client's personal information. (see Affinity Financial LLC privacy policy.)  



  Care, Compassion, Respect, and Integrity

Our Statement of Privacy Policy

Affinity Financial LLC is dedicated to protecting your privacy and providing you with the highest level of service.  We want you to understand how we gather and may share customer information at Affinity Financial LLC, the choices you have, and how we protect that information in everything we do. 

Keeping financial information secure is our responsibility and our commitment to you. 

  1. We protect customer information through physical, electronic, contractual and procedural measures that comply with or exceed applicable laws and standards.
  2. We train our employees to protect customer information and only authorize access for employees who we believe have a business need for that information. Employees are held accountable by Affinity Financial LLC's Code of Conduct and Ethics to properly protect customer information.
  3.  We maintain policies and procedures that provide for the proper physical security of work spaces and records.
  4. We require contractors and other companies that provide services on our behalf to protect information, and we prohibit those companies from using it for any other purpose. We only provide them with information that we believe is necessary to fulfill their responsibilities or to provide a financial service to you.
  5. Protecting information about our customers online is an essential part of our service to you.
  6. The section above is a summary.  It is important that you read the rest of our Privacy Statement for a more detailed explanation of our privacy practices.

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Tax Preparation & Insurance

DAP Financial Inc.

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CALLS and EMAILS will be returned within a 24 hour (or less) time period in the event that you try to reach us after hours, weekends, or during the day. Thank you.  

Affinity Financial LLC

Cleveland, Ohio, United States

(330) 487-1002 (800) 930-9162

Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed

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