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Banking and Loans

Through The Affinity Group’s network of both personal bankers as well as commercial bankers, we assist clients in the selection and evaluation of both personal banking and commercial banking products, loans, and banking services.

Female financial advisor works with team of professionals

Working as a Team

Our clients can authorize us to submit financial information and documents that we share directly to their bankers for a collaborative team approach.


Whenever needed,  we pull one of our banking specialists physically into our client meetings to provide a collaborative team approach.

Making it Easy for You

We find that being involved in the conversations such as these greatly reduces the workload for our clients and gathering documents and providing information when applying for bank loans and doing many day-to-day bank functions.

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