Affinity Advisory Group - Yorba Linda, California
Address: 19671 Crestknoll Dr, Yorba Linda, CA 92886.
Phone: 149266070.
Website: affinityadvisory.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Affinity Advisory Group
Affinity Advisory Group Overview
Located at Address: 19671 Crestknoll Dr, Yorba Linda, CA 92886, Affinity Advisory Group stands out as a specialized financial advisory service. With a phone number 149266070 and an accessible online presence through affinityadvisory.com, this firm offers tailored financial planning services to individuals seeking to manage their financial futures wisely.
Key Features:
- Specialties: The firm prides itself on its expertise in financial planning. This specialization suggests they offer comprehensive advice on investments, retirement planning, and wealth management, which can be particularly beneficial for those looking to secure their financial future.
- Accessibility: Affinity Advisory Group is committed to inclusivity, ensuring its facility is wheelchair accessible. This includes a wheelchair-accessible entrance, parking lot, and restrooms, making it convenient for everyone to visit.
- Customer Reviews: At present, there are no reviews available on Google My Business for this company, which may indicate either a lack of customers or a new establishment still gathering feedback. The average opinion is currently set at 0/5, which could suggest room for improvement in service quality or customer satisfaction.
Recommendations for Potential Clients:
- For Financial Planning Needs: Given the firm's specialty in financial planning, it might be a good choice for individuals looking to create or refine their financial strategies. However, the absence of customer reviews warrants caution.
- Accessibility Matters: The wheelchair accessibility features are commendable and should be highlighted for those with mobility issues.
- Contacting Affinity Advisory: For further information or to schedule a consultation, potential clients are encouraged to visit their website affinityadvisory.com. Here, they can find more detailed services offered, contact information, and perhaps even leave a review if they decide to engage with the service.
- Inquire Directly: While the online presence is good, reaching out directly via phone or email through their website to ask about their services, process, and customer experiences could provide valuable insights before proceeding.