Finity Group stands as a trusted financial partner for medical professionals, offering comprehensive and personalized financial solutions tailored to their unique needs. We proudly uphold the values of trust, integrity, and exceptional service in all aspects of our work.
Our Mission
Our mission is to empower medical professionals to achieve financial success and create a secure future. We achieve this through:
- Partnership: We work alongside each client to understand their financial goals and aspirations.
- Education: We provide accessible and clear explanations of complex financial concepts, empowering our clients to make informed decisions.
- Support: We proactively address challenges and offer solutions to help clients navigate the ever-changing financial landscape.
- Guidance: We share our knowledge and resources, enabling clients to take informed action and achieve their financial goals.
Who We Are
The Finity Group team consists of experienced and passionate financial professionals who are dedicated to serving the unique needs of medical professionals. We have a diverse team of experts in:
- Financial Planning
- Wealth Management
- Insurance
- Student Loan Management
- Contract Review
- Stock Option Evaluation
Our Services
Our comprehensive services include:
Financial Planning
- Comprehensive financial plans tailored to individual goals and circumstances
- Retirement planning and investment strategies
- Debt management and elimination
- Estate planning and insurance coverage review
Wealth Management
- Portfolio management and asset allocation
- Goal-driven investing for the long term
- Performance reporting and review
Insurance
- Personalized risk assessment and identification of potential gaps
- Tailor-made insurance solutions to address specific needs and concerns
And More
- Student Loan Management & Consolidation
- Contract Review & Negotiation
- Stock Option Evaluation & Maximization
Our Approach
We believe in building strong and lasting relationships with our clients. We take the time to understand their individual situations, goals, and financial aspirations. We customize our approach to deliver solutions that are tailored to their specific needs and circumstances.
Our Commitment
Finity Group is committed to providing exceptional service, building trusted relationships, and empowering our clients to achieve financial success. We are dedicated to upholding the highest ethical standards and maintaining transparency in all our dealings.
Exceptional Service and Expertise
The reviews for Finity Group and its financial advisors, including Corey Janoff and John Neri, are overwhelmingly positive. Reviewers praise the advisors' attention to detail, knowledge, and availability. They are described as not pushy about selling products and exceptionally helpful for those planning to file for student loan forgiveness via PSLF, particularly for physicians.
Responsive and Friendly Staff
Many reviewers highlight the responsiveness and friendliness of the staff, including John Neri and Corey Janoff's team. They are praised for being easy to communicate with, listening to questions, and providing guidance on financial planning.
Trust and Long-Term Relationships
Reviewers have worked with Finity Group and its advisors for an extended period, with some clients having been with them for over a decade. They express trust in their advisors, appreciating the advisors' ability to provide solid financial planning and guidance tailored to their specific needs and goals.
Expertise in Healthcare Finance
The reviewers specifically highlight the advisors' comprehensive understanding of financial issues relevant to healthcare providers, offering valuable advice on financial planning, debt management, budgeting, insurance coverages, educational saving, and financial planning for retirement.
