Client Meetings : Affinity Financial Group

Client Meetings

When we meet with existing or potential clients, we do our best to make sure that your experience is casual and laid back, not stuffy and intense. We have two offices that we can meet with clients at, or we can come to you. We can even meet somewhere entirely different, like a brewery or a coffee house. During our first meeting with a client, we intentionally don’t bring a lot of stuff with us. We prefer instead to just talk, listen, ask questions, and determine if we’re going to be a good fit for one another. We know that we can’t help everyone, and that’s okay. Ready to get started?

Call Us today at (616) 379-1557

“Financial planning is not a one-time event, it’s an ongoing process. The best place to get started is right where you’re at.”

Hudsonville Office

3424 Chicago Drive, Suite 203
Hudsonville, MI 49426

Grand Rapids Office

333 Bridge Street NW, Suite 600
Grand Rapids, MI 49504