Thomas C Ammons

At Affinity Advantage, we are dedicated to providing personalized financial guidance and wealth management services to individuals, families, and businesses in Middletown, NY and surrounding areas. Our team of experienced financial professionals takes a holistic approach to financial planning, focusing on your unique goals, values, and aspirations. We believe that everyone deserves to enjoy financial independence and confidence, and we're committed to helping you achieve it.

Our Philosophy

We understand that every individual has a unique financial story, and that's why we take the time to get to know you, your family, and your goals. Our firm's philosophy is built on the principle that financial planning should be personal, flexible, and adaptable to the ever-changing landscape of the investment and retirement world. We believe in simplifying complex financial concepts and jargon, ensuring that you have a clear understanding of your financial situation and the strategies we implement to help you achieve your objectives.

Our Services

Our comprehensive suite of financial services is designed to address the diverse needs of our clients. We offer expert guidance in retirement income planning, investment management, asset protection, and managing healthcare costs. Our team will work closely with you to develop a customized financial plan that addresses your specific challenges, opportunities, and goals. Whether you're planning for retirement, seeking to grow your wealth, or protecting your assets, we're here to provide trusted advice and guidance every step of the way.

Our Commitment

At Affinity Advantage, we're committed to providing exceptional client service, integrity, and transparency in all our interactions. We're dedicated to staying at the forefront of industry trends, best practices, and regulatory requirements, ensuring that our clients receive the most effective and innovative financial solutions. Our goal is to build long-term relationships with our clients, founded on trust, respect, and a deep understanding of their financial aspirations.