Affinity Advantage Financial Solutions - Middletown, New York

Introduction to Affinity Advantage Financial Solutions

Affinity Advantage Financial Solutions is a respected financial services provider dedicated to assisting individuals and families in Middletown, New York, and surrounding areas. Located at 633 NY-211, Middletown, NY 10941, the firm offers a comprehensive suite of financial solutions tailored to meet diverse needs. With a commitment to personalized service and expert guidance, Affinity Advantage has established itself as a trusted resource for those seeking clarity and security in their financial lives. Their dedication to accessibility ensures that all clients can comfortably engage with their services.

Services Offered

• Financial Consulting: Affinity Advantage provides strategic financial consulting, helping clients develop and implement sound financial plans aligned with their long-term goals.
• ATM Services: They offer convenient ATM services to their clients.
• Banking Solutions: The firm assists with various banking needs, providing guidance on account management and financial products.
• Financial Planning: Experienced financial planners work closely with clients to create customized financial plans covering retirement, investments, and estate planning.
• Health Insurance Agency: Affinity Advantage acts as a health insurance agency, assisting clients in navigating the complexities of healthcare coverage options.
• Life Insurance Agency: The firm also specializes in life insurance, helping clients secure the financial protection their families need.

Location and Accessibility

The firm’s physical location at 633 NY-211, Middletown, NY 10941 is strategically situated for convenient access. A wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom are available to ensure inclusivity for all visitors. Restrooms are also conveniently provided. Appointments are strongly recommended to allow for dedicated time and personalized attention. The firm’s commitment to accessibility reflects a genuine desire to serve the entire community effectively.

Client Feedback and Reputation

Affinity Advantage Financial Solutions consistently receives positive feedback from its clients. Based on available reviews, the company is particularly well-regarded for its support of senior citizens in selecting Medicare plans. Notably, the service is offered at no cost to seniors, showcasing their commitment to vulnerable populations. The average opinion rating is a remarkable 5/5, indicating a high level of satisfaction among clients. This exceptional performance suggests a dedication to client education, transparent communication, and a genuinely helpful approach.

Key Features and Benefits

• Senior Citizen Focus: A specialized understanding of Medicare plans and assistance in enrollment.
• Personalized Service: Each client receives individualized attention and tailored financial solutions.
• Comprehensive Solutions: A wide range of financial services under one roof, simplifying the process for clients.
• Experienced Professionals: The team comprises seasoned financial consultants and planners with a proven track record.
• Community Engagement: Demonstrated commitment to serving the local community, particularly senior citizens.

Contact Information

For further information or to schedule an appointment, please contact Affinity Advantage Financial Solutions at Phone: 56951000. You can also visit their website at Website: affinityadvantage.com. The company’s Google My Business profile provides further details and client reviews.

Affinity Advantage Financial Solutions strives to provide peace of mind to its clients through expert guidance and a client-centered approach. They foster trust through transparency and education, ensuring that individuals and families make informed decisions about their financial futures. The firm’s dedication to accessibility and community service further solidifies its position as a valuable resource in Middletown and beyond.

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👍 Reviews of Affinity Advantage Financial Solutions

Anita C.

5/5

Great for helping senior citizens choose Medicare plans. No cost to seniors!