Reviews of Affinity Asset Management (Financial Consultant)

13220 Metcalf Ave Suite 220, Overland Park, KS 66213, United States

Average Rating:

DESCRIPTION

Here you have all the reviews of people who are consuming the products and services of Affinity Asset Management (Financial Consultant) in Kansas area.

At present the firm gets a rating of 4.5 out of 5 and this score has been calculated on 8 reviews.

You may have noticed that its rating is nearly the top, and it's founded on a more or less high of scores, so the assessment is reasonably accurate, although it does not have a large amount of valuations to provide it full reliability.

You know that we don't usually stop to put feddbacks when they are correct and we usually do it only if we've had a problem or incidence...

This Financial Consultant is included in the category of Financial planner.

Where is Affinity Asset Management?

REVIEWS OF Affinity Asset Management IN Kansas

Daniel Ward

Do your homework. After two years with Affinity they under-performed the market. They have a spiffy presentation and promise what I learned are exaggerated estimates. Their hours are difficult to work with for an employed person. After some push back on my part they convinced me to transfer my retirement account to their management and it lost a significant amount of value. Overall, after two years my money would have been far better off in a savings account. I highly recommend finding another money management team..

Barbara Campbell

We switched in 2016 to Affinity after attending a seminar, our first meeting with Tom was totally over the top, he has our best interest at heart, we have met with him at least every 4 to 6 months, while their main office is In O.P. Ks. They have an office in Zona Rosa in K.C.north which is more convenient for us. Tom listens to our needs while making sure our money is working hard for us. We highly recommend this firm. Our youngest son even started using them last year, Stephen & Barbara

Michael Ficken

If you want to put your money in a great financial investment group Affinity Asset management is that group. They have great financial minds always there to answer questions and with good advice. Great group of people.

Bruce Thompson

I have been with Affinity for three years and have always found them to be knowledgeable and very friendly. They always know my name when I walk through their door - they make me feel like I'm their only client. I would highly recommend Mark and his team!

Ron Rollheiser

Good folks. Very knowledgeable and service oriented. Good listeners and communicators. Trustworthy!

Greg Preite

The team at Affinity Asset Management is extremely professional. I have worked with them for years and find the entire staff to be trustworthy, friendly, and reliable. They take their jobs very seriously and are highly committed to the needs, goals, and success of every client. I recommend them with the highest of confidence!

Linda Joslin

I have been a client for several years and like the way they do business - smart, market savvy and they listen to me and my requirements. Superior staff to take care of me.

Rafael Frontaura

What a difference working with Mark Roberts and the Affinity team! My wife and I began investing over 35 years ago when in our mid 20's--yes, we are over 60 now. We worked with "traditional" investment advisors that met with us on a regular basis and sold us products. Then along came Mark, whom we met at one of his Social Security and Taxes presentations and we decided to listen some more. We were amazed! Mark presented to us an investment strategy in a manner that we could easily understand, put forth in a logical manner and well supported. His numbers make sense--I can attest to that as an engineer with practice and knowledge of statistics. He always takes into consideration our financial perspective and priorities. Mark has educated us over the past 6 months and we now know more than we did after 35 years of following advice based on blind trust. We can now see what we are doing, why we are doing it, and where it is taking us. We are probably 5 years from retirement and we have more peace about it than we've ever had. I'm not given to writing reviews but when someone deserves it then I do so with pleasure. If you are looking for a financial advisor give Mark a listen--it doesn't cost you anything and it can gain you a lot.

Business Hours of Affinity Asset Management in Kansas

SUNDAY
CLOSED
MONDAY
7:30AM–5:30PM
TUESDAY
7:30AM–5:30PM
WEDNESDAY
7:30AM–5:30PM
THURSDAY
7:30AM–5:30PM
FRIDAY
CLOSED
SATURDAY
CLOSED

PHONE & WEBPAGE

Affinity Asset Management en Kansas
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