"Helping families create, preserve and manage finances"
Our team brings a holistic approach to financial and estate planning. Our firm is positioned to help you better understand how to prudently manage wealth, how to distribute it over a lifetime, and how to provide a legacy.
Ben does most of the client related financial reporting at Affinity Investment Group, LLC. Most clients see his reports during review meetings, at the end of each quarter, and at tax time for realized gains or loss reporting. He has a Master’s in Accounting from SNHU. He resides in Fryeburg, Ma