Your Trusted Partner in Financial Security

At The Affinity Group, we’re more than just a financial services provider—we’re your neighbors, partners, and advocates for financial security. Our mission is to deliver personalized financial services with integrity, helping our clients secure their futures and achieve their goals. Together, we’re building a world where personalized financial solutions empower individuals and strengthen communities.

Rooted in the Community, Built on Trust

The Affinity Group was founded with a simple belief:financial services should be personal, not transactional. With deep roots in Northeast Philadelphia, our mission is to help our neighbors navigate life’s milestones with confidence and clarity.

From protecting your family with tailored insurance solutions to planning for a secure retirement, our focus has always been on building lasting relationships and making a meaningful impact in the
communities we serve.

As proud partners of Allstate, we bring the strength and resources of a trusted national brand, combined with the personalized care and attention you deserve. At The Affinity Group, you’re not just a client—you’re family, and we’re committed to helping you succeed."

Meet our Team of Professionals : Your Financial Partners

At The Affinity Group, our team is more than just insurance and financial experts—we’re dedicated partners in protecting what matters most to you. With decades of combined experience, we bring unmatched knowledge in personalized financial services, from insurance solutions to retirement planning. Our advisors listen first, ensuring every recommendation is tailored to your unique goals. Backed by the strength of our network of financial partners and a deep commitment to integrity and transparency, we’ve earned the trust of families, businesses, and individuals across the region. When you choose
The Affinity Group, you’re not just getting a service—you’re gaining a partner who’s here for you every step of the way.

Sofia Young

Head of Marketing

Emma Johnson

Project Manager

Ava Thompson

Operations Coordinator

Liam Carter

Creative Director

Noah Mitchell

Marketing Specialist

Our Mission and Vision

Our mission and vision guide every decision we make, ensuring that we provide the tools, knowledge, and support you need to achieve financial success. Whether it’s protecting your family, planning for your future, or preparing for retirement, we’re here to help you every step of the way.

To deliver personalized financial services with integrity, helping our clients secure their futures and achieve their goals.

To build a world where personalized financial solutions create empowered individuals and resilient communities.'

Our Commitment to the Community

At The Affinity Group, we believe financial success goes hand in hand with community success. As a new and growing part of Northeast Philadelphia, we are committed to becoming a trusted and active member of the community.

Our goal is to:

Support local initiatives that strengthen our neighborhoods.
Partner with organizations that make a positive impact on families and individuals.
Build programs that empower financial literacy and security for all.

We look forward to building strong, lasting relationships within the community and working together to create a brighter future.