We value our relationships with all of our clients and pride ourselves on our exceptional support and service. Find out what some of our clients have to say about working with us.
We were longtime friends and customers of David Phillips and remember clearly when Angela began her career in Financial Planning. It was obvious from the start that she had the desire to respond to customer needs, the willingness to learn and work as a team player and, of course, the ever pleasant personality. It is no surprise to us that she has risen to the top of the industry. Perhaps the greatest compliment to Angela is that after David's untimely death, virtually all the Assante customers stayed with the firm.
I have known Angela for over 10 years. At all times I have found Angela to be a very honest, caring , trusting and accessible individual. When dealing with Angela I am confident all of my personal information is kept in the strictest confidence. I appreciate her in depth understanding of my personal financial planning goals and the personalized service she provides to me.
I have known Angela for over 25 years and, for the last 6 years, she has been our financial advisor. During that time there has been some fairly wide swings in the market but, thanks to her ability to protect our investments, we have seen a substantial rise in our assets. I have the greatest confidence in her knowledge, her dedication and her honesty in insuring that our best interests are always looked after.
My wife and I feel that Angela is someone who genuinly cares for her clients and their families. She is very personable and wants to get to know the client, their family and all the events in their lives in order to better service their needs. Her style and approach is perfect for us as she is calming, informative and makes suggestions that she feels are in our best interest without an aggressive or arrogant style that some other advisors may have. Angela always makes time to either meet with us or talk over the telephone to answer our enquiries. You never feel rushed. She is a pleasure to have both as a financial advisor and as a friend.