Skip to content
Affinity Wealth Advisors Logo Affinity Wealth Advisors Logo
Home » Personal Solutions » Estate » Estate Taxes » Should you use the estate-tax exclusion amount now? (2011) » decisions

decisions

alan2011-06-30T14:03:55-04:00June 30th, 2011|

Share This Story, Choose Your Platform!

FacebookXLinkedInEmail
Affinity Wealth Advisors, Inc.
8170 Corporate Park Drive
Suite 210
Cincinnati, OH 45242
Phone: 513.489.7900
Email   |   Map

CURRENT CLIENTS: PORTAL & PLATFORM ACCESS

  • Affinity Web Portal
  • CIR-Statements
  • National Financial (Wealthscape)
  • American Funds (Retirement Plan Participants)
  • Schwab
  • Pershing
  • TDAmeritrade
  • TIAA

FINRA BrokerCheck®

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Form CRS for Cambridge
Form CRS for CIRA
Form CRS Supplement

DISCLOSURES AND LEGAL STUFF

Affinity Wealth Advisors Inc., 8170 Corporate Park Drive, Suite 210, Cincinnati, Ohio 45242. Phone: (513) 489-7900. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC (www.finra.org,www.sipc.org). Cambridge and Affinity Wealth Advisors are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Affinity Wealth Advisors Inc. We are securities-registered in the following states and jurisdictions: Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Washington District of Columbia. This website is only intended for residents of these states, and is not intended as an offer to sell securities to residents of any other state. Links disclosure: Neither Affinity Wealth Advisors nor Cambridge Investment Research are responsible for the content or technology of third-party websites that are linked to or from this website. Certified Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
© 2011-2024 Affinity Wealth Advisors, Inc.
FacebookXInstagramPinterest
Page load link
Go to Top