We are honored to share the exciting news that we have founded our own investment advisory firm, Affinia Financial Group in Burlington, MA. Special Needs Financial Planning is now a specialty practice of Affinia Financial Group.
Affinia is a legacy firm offering a full range of financial services and is a reflection of our commitment to be there for our clients and their families into the next generation. We chose the name Affinia as a tribute to the affinity we have for our clients, their families and for our team of professionals.
Our advocacy efforts will be uninterrupted; please see our workshops page to attend or schedule a presentation for your group. We will continue to publish innovative, helpful information, as well as techniques and tools for planning for individuals with disabilities on our blog and in the media.
Welcome to Affinia!
John, Cindy, Alex, Jackie, Ben & Patty
Our new contact information:
Affinia Financial Group
80 Blanchard Road, Suite 201
Burlington, MA 01803