?? Tax Deadline Reminder! Don’t Miss April 15th! ?? Tax season is in full swing and the deadline, April 15th, is approaching fast! Read More Here: https://conta.cc/43V6VSH #AffianceFinancial #Affiance #Taxes
关于我们
Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage?, to help clients like you pursue your financial goals. *This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly. This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice. Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.
- 网站
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https://www.affiancefinancial.com/
Affiance Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- St. Louis Park,Minnesota
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Financial Planning、Business Planning、Investment Advisory和Risk Management
地点
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主要
600 Highway 169 S.
Suite 1750
US,Minnesota,St. Louis Park,55426
Affiance Financial员工
动态
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Check out our Spring 2025 Affiance update! This newsletter features a message from President Eric Unger, some exciting staff updates, a new video from our partners, and much more. Read our newsletter here: https://conta.cc/3DUXjN4 #financialplanning #financialadvisors
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Welcome our newest team member, Gabby Roman, joining us as our Marketing Intern! She is a junior at the Hubbard School of Journalism and Mass Communication - University of Minnesota, majoring in Strategic Communications, and will be working with us for the upcoming year! #AffianceTeam
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Congratulations to Keely Matis, Marketing and Communications Manager, for six years with the Affiance team! Thank you for your dedication and enthusiasm. We are grateful to have you on board! Favorite travel memory: Keely and her husband, Brandon, at one of their favorite cities, Boston, in the Seaport neighborhood.??? #AffianceTeam #WorkAnniversary
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How Does Financial Planning Help With Financial Risk Management? You can’t eliminate risk entirely, but you can take steps to manage it. In our latest blog, Partner & Chief Investment Officer Marc Usem breaks down the key elements of financial risk and how thoughtful financial planning can help you navigate uncertainty. ?? Learn about: ?? Different types of financial risk ?? The three dimensions of risk ?? How financial planning can serve as a risk management tool [We originally shared this blog in 2022, but we've updated it with new insights and expanded content.] ?? Read the blog: https://lnkd.in/g4YrpXG7 #FinancialPlanning #RiskManagement #AffianceFinancial
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Supporting our community: Annual Fundraiser for Rutherford Elementary School Financial Planner Kyle Berg, CFP?, BFA?, and his wife, Kate, had a great time at the "Raising for Rutherford" fundraiser! ?? This exciting event raises funds to provide the resources needed to enhance everyday learning experiences at Rutherford Elementary. ?? Learn more about the event here: https://lnkd.in/gTqJefdx #affiancegivesback #supportingourcommunity
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Cheers to Steve Lear, Founding Partner & Financial Planner! From day one, Steve has been at the heart of Affiance, shaping our vision and leading with dedication. Thank you, Steve, for the lasting impact you make every day—we’re grateful for all that you do! Travel memory: Enjoying a steel drum performance in Palm Springs! ???? #AffianceTeam #WorkAnniversary
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Supporting our community: Affiance Financial is proud to support BestPrep, a Minnesota-based nonprofit organization that provides educational programs to help bridge the gap between classroom learning and workplace skills. ?? We had a great time at their Educational Forum! ?? #affiancegivesback #supportingourcommunity
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Congratulations to Lucas Warner, Lead Financial Paraplanner, who recently earned the Financial Paraplanner Qualified Professional? (FPQP?) designation! We are proud of your hard work and dedication! #FPQP #FinancialParaplannerQualifiedProfessional
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Discussing the "irrational" choices individuals make at our February Speaker Series: Other Things Matter – Insights from Behavioral Economics with Bill Bosshardt. https://lnkd.in/dXnwDH6f
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