Welcome!

Affinity
Investment Group, LLC

Your future starts here

Affinity
Advantage™
Process

Welcome!

 

Affinity Investment Group, LLC

"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.

Our Team

Founding Member of Affinity Investment Group, LLC

Greg founded Affinity Investment Group, LLC an investment advisory firm registered with the SEC, to offer wealth management and distribution-planning services for retirees or those planning to retire.

Lead Advisor

Peter is the Director of Operations at Affinity Investment Group, LLC and also serves as the lead advisor to our clients. 

Associate Advisor

Jeff is an investment advisor and integral member of the Affinity team.

Financial Analyst

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

Client Services Manager

Denise serves as Affinity Investment Group, LLC' s Client Service Manager. She is responsible for servicing client accounts and managing internal controls.

Client Relationship Manager

Diane is Affinity Investment Group, LLC's Relationship Manager.  Diane will greet you at our Exeter office and assist you in any scheduling needs.