Excellent
Based on 40 reviews
Affluent Financial5.0Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Affluent Financial is a client-focused financial solutions firm dedicated to helping individuals and families achieve long-term financial stability and success. We go beyond traditional wealth management, offering a comprehensive suite of services tailored to your financial well-being.Our expertise includes:Personal Loans & Debt Resolution – Access flexible loan solutions and strategic debt relief options designed to improve your financial health.Free Credit Analysis – Gain insights into your credit profile and receive personalized strategies to optimize your credit standing.Retirement & Wealth Planning – Secure your future with customized strategies that align with your long-term financial goals.Estate Planning – Ensure your legacy is preserved and efficiently transferred to future generations.Life & Health Insurance – Protect yourself and your loved ones with coverage that provides peace of mind and financial security.At Affluent Financial, integrity and professionalism are at the core of everything we do. We take a personalized approach, guiding you through every step of your financial journey with care, transparency, and expert support. Our mission is simple: to empower you with the knowledge and tools needed to build a financially secure and prosperous future.
Affluent Financial (affluentfs.com) has 40 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
40 approved reviews, newest moderated first
K-O-D-E K.
My agent was professional and to the point. He explained everything to me as well as my future options. He lost me a little bit with the math but he made sure that he went back over the information to make sure I understand what was going on. I’m 44 and I’m glad I started this now. Thank you for your help as well as helping me plan a better future for myself and my loved ones.
Armond S.
I supplied the information and was straight forward about my situation. Jay listened and set me up with what I was looking for plus provided great information.
Consumer
Informative, Jay have very good understanding on what I wanted and explained the difference to me to where I could be satisfied to make a good decision! Thank you, Verna Jones
Ms.Mixon
I had the pleasure of working with Jay to learn about UIL life insurance for myself and my daughter, and I couldn’t be more pleased with the experience. Jay was incredibly helpful and thorough in explaining everything, making what could have been a complicated process easy to understand. He answered all my questions with patience and ensured I felt completely secure and confident in investing. Thanks to his guidance, I now feel excited about this decision and what it means for my future and my child’s. I highly recommend Jay for anyone looking to explore life insurance options!
Joann M.
Jay was very considerate he took time to explain to me which policy would be best for me. Thank you Jay
Jasper B.
Jay was honest and knowledgeable and to the point.
Ricky C.
Very informative info given throughout the process. Jay is down to earth guy that wants to help people any way he can! Very fortunate to meet someone like him!
Nick H.
Great he was helpful .i would refer anybody to him great customer service.
