For Clients and Prospective Clients

Let us answer your questions.

Frequently Asked Questions (FAQs)

To provide a quick reference point for you, we have compiled a list of our clients’ most Frequently Asked operational Questions. In addition, for prospective clients, we have provided a summary of our firm and the services we provide.

Visit https://myaccountviewonline.com/AccountView/ and you may log in with your User Name and password.  If you are a first time user or encounter difficulty logging in,  please call our office (781-365-8586)  for assistance. 

By check:

To make a deposit into your account via check, please make the check payable to LPL Financial and reference your account number or account registration on the face of the check (in the memo line or a legible blank space).

If the check is made payable directly to the account owner or account registration, please endorse the check by signing the back and writing “For deposit only into account ending ______.” The blank should be filled with the last 4 numbers of the account number.

Once your check is ready to be sent, please mail it to our office at the address below:
Affinia Financial Group
80 Blanchard Road
Suite 201
Burlington, MA 01803

By wire:

Please call our office (781-365-8586) so we may personally assist you.

All requests to withdraw money from an account at Affinia need to be made verbally by the account owner. A request sent in writing will require telephone verification before a withdrawal can be made.

Please call our office (781-365-8586) so we may personally assist you.

The office is open fully operational Monday- Friday from 8 AM to 6 PM, with the exception of NYSE and National holidays. The holiday schedule is listed below:

* Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) on Friday, November 27, 2020, Friday, November 26, 2021, and Friday, November 25, 2022 (the day after Thanksgiving).

** Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) on Thursday, December 24, 2020.

We provide a financial planning and investment advisory services to individuals, families and trustees. In order to provide these services, we establish an advisory relationship in which we work together to assess your current situation, values, needs and goals. We are available to provide you with advice whenever you have important decisions to make about your finances or your life.  Read more

All of Affinia’s wealth advisors are CERTIFIED FINANCIAL PLANNER™ Professionals. For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first. You will find each advisor’s specific credentials on their bio page.

We charge a fee dependent on the service we provide. Asset-based fees are for the management of your investment portfolio and hourly fees are for financial planning.  We provide you with an estimate for total hours and overall costs prior to engaging us for these services.  For more information on fees, please see Item 5 – Fees and Compensation of our Form ADV Part 2A.