Affluent Financial Reviews 35

The explanations were very clear. Michael was very professional and he talked in a very reassuring voice. Thank you

Date of experience: May 16, 2025

Explained everything as we needed, answered all our questions in a very friendly and professional way. Made us feel very comfortable in this difficult situation.

Date of experience: May 06, 2025

They made me feel so comfortable. They let me ask as many questions as I needed.

Date of experience: May 15, 2025

The agent Michael he listened and worked to help to do what is best for me. The client. Also he is available when you call and he keeps his word.
Thanks

Date of experience: May 01, 2025

Representative was very knowledgeable and made sure that I understood what was asked & offered. He assured me of the process. I was very satisfied.

Date of experience: May 01, 2025

I cannot express adequately enough the ease of an experience made so by MICHAEL KASSIS. His telephone call came at time that was almost miraculous as I was in dire financial straits not knowing where to turn.
What makes Michael so extraordinary was not only his professionalism but also his compassion and determination to help me.
I can go on with kudos for Michael. He was and is well suited for his profession and asset to you company! I would hope this review can be somehow incorporated into his file for any recognition he so deserves.
In summary Michael is Awesome!!!

Date of experience: March 14, 2025

Jay was patience and very informative.

Date of experience: March 14, 2025

I can't thank Affluent Financial enough for helping me through one of the toughest times in my life. Michael was very supportive, he created a plan that fit my budget. Michael treated me with kindness, guided me every step of the process and made this process easy. Because of Affluent Financial I will finally be debt-free. I highly recommend their services. Truly a blessing!

Date of experience: March 06, 2025

Jay was incredibly knowledgeable and professional throughout the entire process. He clearly knows his stuff and provided valuable insights along the way. His expertise was evident, and he even shared some great tips that made a real difference. Highly recommend working with him!

Date of experience: February 11, 2025

Jay was very informative and helpful! That's what I needed because I had no idea what a IUL consisted of and now I do.

Date of experience: February 25, 2025

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.

Date of experience: February 24, 2025

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.

Date of experience: January 20, 2025

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

Date of experience: January 17, 2025

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!

Date of experience: January 03, 2025

Jay was very considerate he took time to explain to me which policy would be best for me. Thank you Jay

Date of experience: November 01, 2024

Jay was honest and knowledgeable and to the point.

Date of experience: January 14, 2025

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!

Date of experience: December 30, 2024

Great he was helpful .i would refer anybody to him great customer service.

Date of experience: December 26, 2024

Jay was awesome and straight forward and honest. He made my process great and broke down everything where I could understand and I was able to choose the best policy for my pockets and my family. So I recommend the company and Jay as a great representative!!!!

Date of experience: December 23, 2024

Jay was awesome he really broke down everything so that I can have a full understanding and he was very patient with me to make sure that I had a full understanding of how everything works. I really thank him for making this process super easy for me.

Date of experience: December 21, 2024