Affinity Asset Management

Truthful, professional, and caring!
Jul 16th, 2020

I knew I would need professional financial advice for the future for my daughter to inherit with the best possible help. Recently I have found the most reliable investment company founder of Affinity Asset Management, Mr. Mark Roberts. I now know the years of investment knowledge and experienced staff of exceptional professionals that my mission is complete for my daughter Ciana. I solidly recommend to my friends and to their families to talk together with Mark for their children's future too....
Mar 22nd, 2020

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.
Sep 19th, 2019

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
Aug 14th, 2019

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.
Jul 17th, 2019