Ruthie S.
New beginning
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

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 Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent

Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · New York, New York
Excellent

Investments & Wealth · Conyers, Georgia
Excellent
40 approved reviews, newest moderated first
Ruthie S.
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
S Tirrell H.
Representative was very knowledgeable and made sure that I understood what was asked & offered. He assured me of the process. I was very satisfied.
Rose P.
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!!!
Darvid B.
Jay was patience and very informative.
Maria A.
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!
Denise A.
Muy agradecida por el trato, la manera que me explico todo el Sr. Kassis de una forma correcta y clara para poder entender todo lo referente al programa. Lo recomendaría mil veces !!!!!
Olivier B.
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!
Gilbert B.
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.