About
Money management, tax strategies, income distribution techniques.
We spend time designing clients blue prints before we focus on their products. Time and time again advisors look to replace one product for another. We take a different approach. what if you already have good products, there is a reason you bought it? We show clients how to better utilize these products. We only replace products if it is necessary. With proper education, clients can take more control of their assets. Most people would generically call us financial advisors or financial p...
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Current Hours
- Sun CLOSED
- Mon 7:00 AM - 5:30 PM
- Tue 7:00 AM - 5:30 PM
- Wed 7:00 AM - 5:30 PM
- Thu 7:00 AM - 5:30 PM
- Fri CLOSED
- Sat CLOSED
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Sun CLOSED
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Reviews (2)
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5.0
2 Reviews
Steve S
There is so much LESS stress having one team managing our assets. With access to tax and legal questions through Affinity's resources and relationships, it is wonderful to know this is all coordinated for us. I would highly refer you Affinity Asset Management. There is also peace of mind knowing they are independent advisors working for us and not a company.
Mark Hutton
My wife and I were initially referred to Affinity Asset Management by friends and after several meetings with Mark, we moved our accounts to him from a national broker. Mark and his staff have been very professional and we are equally impressed with his knowledge of products and his planning for our retirement. We highly recommend Mark Roberts and his company.
Mark H.
Detailed Information
- Location TypeHQ
- Opening Date1996
- Annual Revenue Estimate$1 to 2.5 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- President Mark Roberts
- Phone 913-381-4800
- Email [email protected]
- Fax 913-381-4804
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