I would give more stars if it were an option. The team has guided me through some tough times and I could not ask for better care. Everyone is always very friendly and professional. I appreciate each of you!
May 2025
These folks are the ultimate professionals. We have been working with them for many years for retirement planning, estate planning and tax planning. They also have administered my business’s 401K plan for more than ten years. The advice and direction I get is second to none. The attention to detail and the personal care with which they advise me has had incredible value. Taking all of the pieces of assets, investments, income and future income and making it all make sense and work efficiently for our future plans has been invaluable. As part of the service I have the ability to see all of my assets at any time with up to date numbers. I cannot recommend The... read full review
May 2025
Our estate planning process is so complete when using The Affinity Group! All we need to know is in one place that I can easily access. Our meetings keep me up to date and I am especially grateful for the personal time taken to explain things in a way that I can understand. The Affinity Group is professional and personal: perfect for taking care of me and my family!
I would give more stars if it were an option. The team has guided me through some tough times and I could not ask for better care. Everyone is always very friendly and professional. I appreciate each of you!
These folks are the ultimate professionals. We have been working with them for many years for retirement planning, estate planning and tax planning. They also have administered my business’s 401K plan for more than ten years. The advice and direction I get is second to none. The attention to detail and the personal care with which they advise me has had incredible value. Taking all of the pieces of assets, investments, income and future income and making it all make sense and work efficiently for our future plans has been invaluable. As part of the service I have the ability to see all of my assets at any time with up to date numbers.
I cannot recommend The... read full review
Our estate planning process is so complete when using The Affinity Group! All we need to know is in one place that I can easily access. Our meetings keep me up to date and I am especially grateful for the personal time taken to explain things in a way that I can understand. The Affinity Group is professional and personal: perfect for taking care of me and my family!