News
News
Blog
Meet Steve Drost, CFA
Submitted by Affiance Financial on June 19th, 2017
Meet the newest member of the Affiance team – Steve Drost.
Seth Meisler Celebrates his 10-Year Anniversary – by Joining Ed Slott’s Elite IRA Advisor Group
Submitted by Affiance Financial on June 19th, 2017
Ten years ago last month, Seth Meisler made the move from Chicago to St. Louis Park to join Affiance Financial as Chief Investment Officer. The firm looked a little different then – with only about a dozen employees in an office on the south side of 394.
PCS — A Fiduciary Partner
Submitted by Affiance Financial on May 4th, 2017
Do I Have Enough Life Insurance?
Submitted by Affiance Financial on April 12th, 2017
Trump's Stock Market
Submitted by Affiance Financial on March 16th, 2017
Qualified Charitable Distributions
Submitted by Affiance Financial on March 16th, 2017
Legacy Planning Pt. 2 - Ethical Wills
Submitted by Affiance Financial on March 15th, 2017
Introducing Calendly — A new way of scheduling meetings
Submitted by Affiance Financial on March 8th, 2017
Did you know you have the option to schedule meetings with your advisor on the affiancefinancial.com website? With the implementation of online scheduling tool “Calendly”, we made it possible. Calendly allows you to schedule your next meeting in just a few clicks – no phone tag, no email chains, no problem.
Tax Academy Infographic
Submitted by Affiance Financial on March 5th, 2017
Click the link for a pdf version: Tax Academy Infographic
Events
Introducing the Affiance Financial Client Portal
Date:
Wednesday, March 6, 2019 (All day) - Wednesday, March 13, 2019 (All day) Affiance Financial Client Portal Training
Join us for an introduction to our new Client Portal!
