What’s Your Plan?

My prior financial advisor was inattentive and not proactively helping me best manage my retirement savings. In my experience with my Assante advisor, the questions I have are always answered promptly and in language I can understand. He is proactive and truly passionate about making sure my funds are in the right places to maximize my benefits.

Sue M.

Before working with Assante Hydrostone, we didn't really have someone to trust with our financial future, whom we know has our true best interests at heart. Now we have peace of mind.

Nick C.

Integrity, knowledge and a professional caring attitude has made working with our investment advisor for twenty-some years a pleasure and brought comfort through many ups and downs of the financial markets and times.

Joan K.

As I was approaching my retirement and concluding the sale of my business, I was unsure what investment strategy would best suit my circumstances and ensure that I had sufficient resources to offer me a safe, reliable standard of living. Working with my Assante advisor, I feel that my portfolio matters to them and am part of something bigger while never feeling as though I get lost in the shuffle.

Wayne G.

We thought that we didn't need a financial advisor and that financial advisors are only for rich people. But we had several blind spots in our portfolio that benefitted from the help of a professional. Our only regret is that we didn't seek their help sooner!

Glenn R.