Marylou Heenan RRC, CCS
I just received my portfolio statement and wanted to thank you for managing my account. It’s satisfying to see the positive changes and I trust your judgement immensely.
We are grateful to Marylou who was able to offer us a unique Program and way of thinking about spending and saving that we had never heard of before. As busy professionals, Marylou took all the work, stress and thinking out of building a plan. She provided a painless, very easy to follow weekly program. It is different from budgeting and allows you to manage regular and discretionary spending in an easier way. We were still able to have a latte or lunches out if we kept to the program! Her technology brings accuracy and is easy to adjust if we miss something or need to add an expense or new income. We are very happy to recommend Marylou to anyone who has tried other cash flow approaches with limited success.
Assante has been the best thing that has happened to me in my retirement. Tina Tehranchian and Marylou Heenan are such a blessing to me, I consider them more than advisors, they are like friends.
I have been a client for about 6 years now and during that time I have always been made to feel valued. My advisor, Marylou always takes the time to answer my questions and ensures my needs are met. I look forward to working with Marylou.
I am not knowledgeable about the market & have no desire to learn; I rely on others to invest for me. So it is important the people I trust with my funds are trustworthy and knowledgeable. Assante staff exceed my expectations in this regard. They have invested for me for over 40 years and because of their skill & knowhow I can retire without worry.
I'm very pleased I made the switch to Assante and Marylou Heenan as my financial advisor. I get great service and results with my portfolio.
We asked our advisor for information outlining our retirement plan. She was thorough and now we have an organic plan that we will follow.
The professionals at Assante Wealth Management make me feel that they are dedicated to my financial and successful retirement lifestyle goals.
Marylou's knowledge and expertise brings complete confidence to me. Knowing her product is worthy is an added token for sure. Thank you!
Assante Wealth Management provides their clients with 5 Star service within a boutique style setting, and I couldn’t be happier with the service and level of communication that I have been provided.