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June 2025 by Bobbi Fair
I would give more stars if it were an option. The team has guided me through some tough times and I could not ask for better care. Everyone is always very friendly and professional. I appreciate each of you!
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May 2025 by Don Green
Great family oriented financial management firm!! Very trustworthy!
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May 2025 by Beth Tucker
We could not afford our current standard of living without the Affinity Group. Fast, efficient business advisory services.
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May 2025 by Richard Truman
These folks are the ultimate professionals. We have been working with them for many years for retirement planning, estate planning and tax planning. They also have administered my business’s 401K plan for more than ten years. The advice and direction I get is second to none. The attention to detail and the personal care with which they advise me has had incredible value. Taking all of the pieces of assets, investments, income and future income and making it all make sense and work efficiently for our future plans has been invaluable. As part of the service I have the ability to see all of my assets at any time with up to date numbers.
I cannot recommend The Affinity Group with greater confidence.
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May 2025 by Lisa Truman
Our estate planning process is so complete when using The Affinity Group! All we need to know is in one place that I can easily access. Our meetings keep me up to date and I am especially grateful for the personal time taken to explain things in a way that I can understand. The Affinity Group is professional and personal: perfect for taking care of me and my family!
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April 2025 by Marykay Born
Excellent support and guidance
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April 2025 by Amy McCreery
So grateful for the knowledge and recommendations that they provide us. We feel so much more secure in our future financial security with them at the helm. Scott and Kate and team are always available and accommodating! Highly recommend.
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April 2025 by Amy Petrycki
We have been with the Affinity Group for several years. Scott and his entire team have been great to work with. We value the relationship we’ve built with them as well as their guidance on planning for our future. Very happy to be part of the Affinity family!
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January 2025 by Cheryl Cook
The team at TAG is incredibly helpful, insightful and supportive. I highly recommend!
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December 2024 by Bev Clark
I know nothing about investing and this firm has chosen the best investments! Definitely recommend!!
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December 2024 by Douglas Toot
Scott and company do a great job. They are very thorough. Follow-through is great.
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November 2024 by Cheryl Kempf
When I first began with the Affinity Group, it was a small team. I have watched them grow as a team and that team has allowed me to watch my portfolio grow!!! This group of amazing people care, really care about their clientele. They are thorough, patient and require a level of performance that makes them stand out above the competition. I would go with no one other than the Affinity Group. I cannot say enough about them.
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November 2024 by Wayne King
I've been a client of The Affinity Group for about eight years now and I have nothing but good things to say about them. They are extremely thorough and equally caring. Give these guys a shot.
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November 2024 by Beth Schuring
I have been with Scott and the team for more than 15 years. After the loss of my husband at a young age, I found myself at a new stage of life. Scott and his team took over and guided me through some tough decisions and helped me best prepare for my future. As a nurse, we talk about providing holistic care for our patients. I can truly say, the Affinity team has provided me with a holistic approach financially as well as personally. It is reassuring to know that the suggestions made and steps taken are ones that Scott makes for himself and his family. I am blessed to be part of the Affinity Wealth family!
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November 2024 by Fred Foster
I've been with TAG for several years now and I'm really impressed with their services. They are highly recommended and I would recommend their services to anyone.
