Customer service was friendly
Customer service was friendly, professional and knowledgable about the program. They made sure I understood what will be happening thoughout the process
Marta Spano
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Affluent Financial
5.040 reviews
Last reviewed: Nov 26, 2025Do you agree with Affluent Financial's TrustScore? Voice your opinion today and hear what 42 customers have already said.
affluentfs.comMember since Mar 2026
Affluent Financial is an online company. Based on 40 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed November 26, 2025.
Customer Reviews
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40 reviews
Michael made this a very easy process
Michael made this a very easy process
Mike Joyner
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Very nice people and explain everything
Very nice people and explain everything
Gary Merrell
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Jay Madina helped me so much
Jay Madina helped me so much. And much appreciated Thank you
Michael Souza
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Talking with Michael Kassis was a…
Talking with Michael Kassis was a delight. He took the time to fully explain everything about the program to an older adult who is not very phone/computer savvy! He walked me through each step and explained what he was doing at each step. He even laughed at my jokes! I would strongly recommend both he and Affluent Financial if you need a debt resolution partner. You will be equally satisfied by their professional and honest evaluations of your needs. I wish more businesses were out there that followed their way of doing business. It would be a much nicer world to live in!
Daniel Bell
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Very helpful
Very helpful
Amanda Marks
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The explanations were very clear
The explanations were very clear. Michael was very professional and he talked in a very reassuring voice. Thank you
Ousmane Balde
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Explained everything as we needed
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.
Patricia Asselin
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They made me feel so comfortable
They made me feel so comfortable. They let me ask as many questions as I needed.
Millie Hillstead
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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
Ruthie Seward
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Representative was very knowledgeable…
Representative was very knowledgeable and made sure that I understood what was asked & offered. He assured me of the process. I was very satisfied.
S Tirrell Hosey
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I cannot express adequately enough the…
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!!!
Rose P
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Jay was patience and very informative.
Jay was patience and very informative.
Darvid Battiste
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I can't thank Affluent Financial enough…
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!
Maria Amparo
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Jay was incredibly knowledgeable and…
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!
Olivier Beaubrun
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Jay was very informative and helpful
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.
Gilbert Brown
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My agent was professional and to the…
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.
K-O-D-E KingOfDaEast
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If I can you can.
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.
Armond Staten
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Informative
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
Consumer
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I had the pleasure of working with Jay…
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!
Ms.Mixon
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According to TrustPlane, Affluent Financial has a 5.0/5 rating based on 40 verified reviews as of March 2026. Source: trustplane.app/company/affluentfs-com