I particularly appreciate Assante’s endeavours to give us education in the financial realm whether it be market fluctuations, estate planning, world or regional political implications, or our own personal financial ambitions and goals.
We particularly enjoy the periodic group information sessions which allow us to enjoy the company of other investors in a social setting while being kept up to date about current trends in the mysterious (to us) financial world. Thanks again Rick to you and the team for all your hard work on our behalf.
Rick always presents the information to us and allows us to ask questions and discuss the options. Rick is conscious of the importance of us knowing the facts so that we can make informed decisions. In retrospect, Rick’s strategies have saved us from taking a financial hit by simply taking the time to talk to us and giving us the facts.
WE are very pleased with our financial portfolio!