AFFINITY CAPITAL ADVISORS LLC
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 825 Page St, Berkeley, CA 94710
- Phone
- (510) 984-0261
- Website
- affinitycapital.com
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Affinity Capital Advisors LLC brings personal financial planning, investment management, insurance and tax preparation to Berkeley and the East Bay. Clients often describe our team as responsive, highly professional and easy to work with, and that's the standard we hold ourselves to with every family we serve.
Many of our relationships span generations, with some families coming to us after decades of trust built with our team. We take time to understand each client's goals, whether that means preparing for retirement or planning how to protect and pass on what they've built.
Our approach is thoughtful and personal, and we aim to have a lasting positive impact on the lives and futures of the people we work with.
Book a consultation through our website at our website, or stop by our Berkeley office to get started.
Many of our relationships span generations, with some families coming to us after decades of trust built with our team. We take time to understand each client's goals, whether that means preparing for retirement or planning how to protect and pass on what they've built.
Our approach is thoughtful and personal, and we aim to have a lasting positive impact on the lives and futures of the people we work with.
Book a consultation through our website at our website, or stop by our Berkeley office to get started.