Thank you, for not only expertly guiding our financial planning for our present and future lives, but also for the personal attention you so kindly add. We appreciate the many invitations to various Assante-supported events. You are very dedicated financial advisors, but just as importantly, you take the time to know your clients on a personal level, which makes for a very comfortable and effective working relationship.
Angela has overseen the financial needs of our family, offering professional guidance and advice at every step. With her assistance, we set long range financial goals and a plan which has weathered fluctuations. As a result, we were fortunate to enter retirement with a strong, sustainable tax efficient plan in place. We have always appreciated Angela’s attention to detail and personal
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