Affinity Wealth Advisors
8170 Corporate Park Drive, Cincinnati, OH 45242
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Affinity Wealth Advisors is a finance institution located at 8170 Corporate Park Drive in Cincinnati, Ohio. Founded by Sharon Harrison, who has over 20 years of experience in financial planning, and Alan Schauer, a seasoned advisor with a background in science and business. Together, they offer clients trustworthy and personalized financial advice to help them achieve their life goals.
Sharon Harrison is known for her dedication to helping clients define their dreams and create a plan to reach their goals. She holds the Chartered Financial Consultant (ChFC) designation and is actively involved in the community through various organizations.
Alan Schauer, on the other hand, brings a wealth of knowledge and expertise to the table with multiple designations including Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU). He is also a published author and a member of several financial planning organizations.
Affinity Wealth Advisors was formed when Schauer Financial and Sharon Harrison ChFC merged to combine their talents and vision. With roots dating back to the early 1900s, the firm has a long history of providing top-notch financial services to clients. Today, they offer a broad range of financial services to individuals and businesses, helping them navigate the complexities of modern retirement planning and investment management.
If you're looking for a financial advisor you can trust, look no further than Affinity Wealth Advisors. Visit their office in Cincinnati or check out their background on FINRA’s BrokerCheck for more information.
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