Meet With Us

  • We want to hear from you! Whether you’d like to meet with one of our advisors regarding your personal financial situation or request information on a workshop or seminar for your company or program, we can help. Advisors at Finity Group are active in every state and many times throughout the year we host educational financial planning workshops through residency and fellowship programs. If you’re interested in learning more, please let us know below.

Meet with us

 
 
 
 
 
 
 

Meet with us (Physicians)

 
 
 
 
 
 
 
 
 

Meet with us (Dentist)

 
 
 
 
 
 
 
 
 

Set Up A Presentation/Seminar