After a very bad experience with my previous financial planner, I was referred by a friend to Assante Capital Investments and Elvy Marchesin in particular. Fifteen years later I am extremely pleased with the level of service which Elvy provides. He has a very relaxing demeanor that makes dealing with financial matters less stressful, and he always invests within my comfort level. Twice a year Elvy takes the time to meet with me to review my portfolio and make suggestions regarding possible options or changes that I might wish to consider. He is also available whenever I need to discuss a particular financial matter with him. His seminars and events are always very informative and yes, even fun. Over the years I have recommended Elvy as a trusted financial planner to friends and associates and I will continue to do so in the future.
My wife and I have known Elvy Marchesin since 1993 when we wanted him be our Financial Advisor. Reflecting back at those 20 years of our business relationship, we can honestly tell you that it was one of the best decisions we have ever made. Elvy exceeded our expectations and through the past 20 years we confidently have recommended some of our friends, who since have also become happy clients. In times of economic uncertainty or adjusting to retirement, we especially found Elvy’s to be very approachable and his expertise in family financial matters to be exceptional. We have recognized his ability to communicate in simple terms to be very comforting.
Elvy Marchesin has been my family’s financial advisor since 1994, and has become as much a friend as a trusted advisor. Elvy has provided us with excellent advice, compassionate support, and wonderful service whenever we have needed it. I would highly recommend Elvy to anyone who is looking for help to build a secure financial future in these troubled times.
Hi Elvy I have been meaning to send you a thanks for all the excellent advice you have given us over the years. You’ve done an excellent job of protecting our money and getting us the best returns during turmoil times. We have come to trust you completely and never feel our investments are in jeopardy. Thanks again and I look forward to many more prosperous years ahead.
My wife and I have been with Elvy Marchesin for over 20 years. We have found him to be up front and has given us very good and sound financial advice over these years. We would recommend him to anyone who wants to grow their retirement fund.
Elvy Marchesin has been our financial advisor for over 18 years. His advice and management of our investments have through fluctuating markets, maximized our projected retirement income. We have found that Elvy's in-depth knowledge of investing and market trends coupled with the ability to listen to and research client's needs makes him an excellent consultant.