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Monday 9:30am - 5pm Tuesday 9:30am - 5pm Wednesday 9:30am - 5pm Thursday 9:30am - 5pm Friday 9:30am - 5pm

Affinity Financial Solutions, LLC

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Shelton, CT
Affinity Financial Solutions, LLC

Affinity Financial Solutions provides financial advisory and integrated wealth management services. I am a registered Investment Advisor Representative.

Affinity Financial Solutions provides Investment Advisory Services to individuals, closely held businesses, family trusts, charities, foundations and 401(k)'s. We provide Investment Management and Consulting, Insurance, Retirement and Estate Planning, Business Consulting and College Planning. I hold FINRA (Financial Industry Regulatory Authority) General Securities 6 and 63, and 65 licenses. Licensed in the State of Connecticut to sell Life Insurance and Annuities. Securities offered through Fairport Capital, Inc., 830 Post Road East, Westport, CT 06880 (203-227-1008)

Specialties:
Portfolio management, variable annuities, mutual funds, estate planning, financial planning, investment advisory services, Insurance, tax planning, and small business planning.

10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

10/02/2026

This is how scam calls happen in 2026:
You get a phone call from your bank or brokerage house. Look at the caller ID since you don’t take unidentified calls anymore. Says it is from them; maybe even their fraud department with the number you have seen before. The caller states your account has been breached and you need to resolve the issue by moving the money to a new account.
Your LIFE SAVINGS depends on what you do next, and this SOUNDS very REAL.
If you follow the callers’ instructions because you REACT and are SCARED about LOSING ALL your money, you will be cleaned out 5 minutes from now.
Thank the caller for the information and HANG UP. Then, go find your known number and call it or go down to the local branch to verify activity. They will tell you what I am stating here, and that there is NO fraud activity on your account.
DO NOT ENGAGE IN ANY DISCUSSION WITH THE CALLER.
THEY WILL CALL AGAIN AND TRY AGAIN AND AGAIN. MAYBE EVEN FROM A DIFFERENT FINANCIAL INSTITUTION or they may say they’re from the FBI and they found that your money in your accounts were smuggling drugs into the country and if you don’t cooperate with them and let them use your money to catch the real culprits, you will be arrested.
HANG UP. Go to the bank or call the local branch. Call the police and or the FBI.
SAME THING GOES FOR AN EMAIL OR EVEN A TEXT.
Don’t think this will happen to you? Until it DOES.
Print this out and give it to family and friends to keep near their phones.

09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

09/03/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

08/25/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

08/13/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

08/11/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

08/04/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

07/21/2026

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income and expenses. Understanding the difference between essential and discretionary spending can help create a more resilient and adaptable financial strategy. Swipe through to learn more.

By organizing your spending, you can better protect what matters most while maintaining the ability to adjust as needed. If you would like guidance on structuring your retirement income plan, call us to learn more.

07/15/2026

Q2 told two different stories. The economy cooled, inflation remained stubborn, and the Federal Reserve signaled patience rather than a pivot, yet stocks moved sharply higher as strong corporate earnings and continued enthusiasm around technology and AI helped fuel market gains. Swipe to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio, retirement plan, or long-term financial strategy, please reach out. We are here to be a resource for you.

Address

2 Trap Falls Road. Suite 414
Shelton, CT
06484

Opening Hours

Monday	9:30am - 5pm
Tuesday	9:30am - 5pm
Wednesday	9:30am - 5pm
Thursday	9:30am - 5pm
Friday	9:30am - 5pm

Website

http://www.affinityfinancials.com/

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