Affinity Investment Advisors
18111 Von Karman Avenue Suite 550
Irvine, CA (California) 92612-7128
Irvine, CA (California) 92612-7128
Business Details
Greg Lai
| Products: | Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds, Qualified Retirement Plans, Real Estate, Stocks, Tax Free Investments, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account |
| Services: | Brokerage Services, Budgeting, Business Services, Charitable Giving, Commissions, Consultations, Debt Management, Educational Planning, Estate Planning, Family Wealth Planning, Asset Management, Asset Protection, Commercial Services, Inheritance Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services |
| Certifications: | Chartered Asset Manager |
| Sales Volume: | 2M - 5M |
| Employee Size Range: | 7 (appx) |
Additional Categories
Affinity Investment Advisors is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Investment Services
- Investment Advice
- Investment Advice
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