Insights

Personalized Financial Services The Affinity Group’s focus on tailored, holistic financial planning and a flexible fee structure provides an opportunity to cross-sell specialized services such as estate planning, tax consultancy, and debt management to clients seeking comprehensive financial guidance.

Niche Market Positioning As a small, independent firm serving a client base that values personalized attention, there is potential to expand relationships with high-net-worth individuals and family offices looking for dedicated CFO-like advisory services.

Technology Adoption The company’s utilization of multiple tech tools including RSS, YouTube, and HTTP/3 indicates a willingness to leverage technology for client engagement and operational efficiency, opening doors for additional digital solution offerings or partnership opportunities.

Growth Potential With annual revenues between 1 million and 10 million and a small team, there is room for strategic growth initiatives, such as onboarding new clients from similar demographics or expanding service lines to serve more comprehensive financial needs.

Market Differentiation The firm’s network of top-tier specialists across estate, tax, accounting, banking, and debt management positions it as a comprehensive financial resource, creating opportunities to collaborate with other financial service providers or develop joint service packages.

The Affinity Group lnc. Tech Stack

The Affinity Group lnc. uses 8 technology products and services including RSS, Zepto, Polyfill, and more. Explore The Affinity Group lnc.'s tech stack below.

  • RSS
    Content Management System
  • Zepto
    Javascript Libraries
  • Polyfill
    Javascript Libraries
  • Priority Hints
    Performance
  • HSTS
    Security
  • YouTube
    Video Players
  • HTTP/3
    Web & Portal Technology
  • Facebook
    Widgets

Media & News

The Affinity Group lnc.'s Email Address Formats

The Affinity Group lnc. uses at least 1 format(s):
The Affinity Group lnc. Email FormatsExamplePercentage
First@tagplanning.comJohn@tagplanning.com
77%
First.Last@tagplanning.comJohn.Doe@tagplanning.com
15%
FLast@tagplanning.comJDoe@tagplanning.com
8%

Frequently Asked Questions

Where is The Affinity Group lnc.'s headquarters located?

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The Affinity Group lnc.'s main headquarters is located at 4481 Munson Street Northwest Suite 302 Canton, Ohio 44718 United States. The company has employees across 1 continents, including North America.

What is The Affinity Group lnc.'s official website and social media links?

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The Affinity Group lnc.'s official website is tagplanning.com and has social profiles on LinkedIn.

What is The Affinity Group lnc.'s SIC code NAICS code?

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The Affinity Group lnc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does The Affinity Group lnc. have currently?

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As of March 2026, The Affinity Group lnc. has approximately 7 employees across 1 continents, including North America. Key team members include Founder/Principal/Wealth Advisor: S. L.Financial Planner: B. C.Paraplanner: D. C.. Explore The Affinity Group lnc.'s employee directory with LeadIQ.

What industry does The Affinity Group lnc. belong to?

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The Affinity Group lnc. operates in the Financial Services industry.

What technology does The Affinity Group lnc. use?

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The Affinity Group lnc.'s tech stack includes RSSZeptoPolyfillPriority HintsHSTSYouTubeHTTP/3Facebook.

What is The Affinity Group lnc.'s email format?

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The Affinity Group lnc.'s email format typically follows the pattern of First@tagplanning.com. Find more The Affinity Group lnc. email formats with LeadIQ.

When was The Affinity Group lnc. founded?

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The Affinity Group lnc. was founded in 2009.

The Affinity Group lnc.

Financial ServicesOhio, United States2-10 Employees

“Your vision, Our guidance.”

The Affinity Group is an independent, privately owned financial planning organization located in North Canton Ohio. 

The Affinity Group values the fact that each client's needs are very different, therefore our process must be unique as well. Whether you are looking for a more holistic and comprehensive financial plan, or you prefer to focus on just one area or problem, our ability to work with clients in either a fee based financial planning capacity or by providing a non fee based “basic analysis” makes our firm very unique to our peers. 

We have created a "network of specialists" so that all of our clients can receive feedback in the areas of estate planning, accounting/tax, banking, and debt management.  The team of professionals has been hand selected and represents individuals who are at the top of their field within their industry.  

Our ambition is to be each of our clients "family CFO", serving as the trusted advisor that helps guide decisions in every aspect of their financial lives.

Section iconCompany Overview

Headquarters
4481 Munson Street Northwest Suite 302 Canton, Ohio 44718 United States
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    The Affinity Group lnc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    The Affinity Group lnc.'s revenue is estimated to be in the range of $1M$10M

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