The Affinity Group Munson St, Canton

I have had this service for several years and recommend anyone engage with Affinity. They focus on the whole picture with financial planning and not just investments. The advice can pay for itself just in the savings in insurance, and taxes. I like that they offer the advice and it is up to you how you complete it, if affinity suggests you setup a trust and you have your own lawyer go ahead and use them, if not affinity has someone you can use. I think this kind of service is unique for sure, I only wish I had started with them in my 20’s and not in my 30’s.

Scott and his team are true professionals and a pleasure to work with. As an independent fiduciary, I am confident that they always have their client’s best interests at heart. I highly recommend that you give them an opportunity to assist you, regardless of where you are in your financial journey!

My wife and I have been using the services of The Affinity Group for over 10 years. They are truly interested in their clients. They offer a variety of financial expertise & guidance. Great professional people. Always responsive to our needs. Great attention to detail! We wish we had found them much earlier.

I never even thought about wealth management until I met Scott Lowe! Becoming a client of his has been hands down the best decision that my husband and I have made for our family life and our children's future. We've been clients of The Affinity Group for almost 10 years and trust Scott implicitly. By his encouragement and wealth of knowledge we had the confidence to build our own business and we are so thankful to him for that. Scott continually challenges us to learn, grow and succeed so that we are able to enjoy this life that we have cultivated and never look back.

Scott and the Affinity Team have been an extremely valuable asset for my wife and I as we set our course into retirement. Their expertise in planning as well as their friendly, sound advisement and support in all matters financial have been extremely helpful and reassuring as we start our new journey. Great people, Great service! Wish we started sooner.

Scott and the entire Affinity team are professional, supportive and trustworthy. You are their best interest and they support you in all aspects of your life, your future and how to protect your interests. They make you feel like family, challenge you to think differently and treat you with respect. I can’t recommend them enough!

Scott Lowe, and his team are amazing. They are very professional, knowledgeable, and courteous. They take the time to get to know you as an individual so they can guide you in all aspects of your financial well-being. I highly recommend them.

This is truly a 360 comprehensive firm. Scott Lowe and his team are all professionals that are laser focused on your portfolio. The Affinity Group can effectively handle any financial planning topic you can throw at them, i.e. retirement, taxes, estate, etc.

I've been working with the Affinity Group for several years. I've watched their business grow over the years and as that has happened the services they offer have continued to expand. As they have grown the one thing that has remained a constant is that they treat you like family. You get their full attention anytime you have a question or need some advice. They do a great job of covering every aspect of financial planning. Anytime someone talks to me about personal finances I always mention the affinity group because I know they will be happy with the services they provide.

Open, honest, courteous and above all professional. The interest that is displayed in ensuring your financial future is what you want, how you want it with their advice knowledge on how to get you there. From entering the office, talking with Scott and the entire staff, your comfort level is systematically established. Top notch. Glad to be working with them.