BBB Business Review
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BBB Accredited Business since
Phone: (913) 381-4800 Fax: (913) 381-4804 7400 W 132nd St, Ste. 180, Overland Park, KS 66213
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This company provides financial services including money management, tax strategies, retirement planning and distribution design.
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A BBB Accredited Business since
BBB has determined that Affinity Asset Management, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Affinity Asset Management, LLC include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Type of Entity
Limited Liability Company (LLC)
Business ManagementMark Roberts, President/Owner Missy Tullis, Client Relationship Manager
FINANCIAL PLANNING CONSULTANTS FINANCIAL PLANNING/MANAGEMENT CONSULTANTS FINANCIAL SERVICES INVESTMENT ADVISORY SERVICE RETIREMENT PLANNING SERVICE TAXES-CONSULTANTS & REPRESENTATIVES ANNUITIES