Having a financial advisor means more than having a professional to take care of one’s finances, it’s about a trusting relationship where you know they’ve put your best interests first. This is what brought Melanie to Assante advisor Deborah Wallis. At the time, Melanie’s husband was encouraging her to become more financially savvy. Not only was Melanie impressed with Deborah’s willingness to educate her about her finances, but also in how much she cares and the effort she puts in to ensure her clients financial well-being.
Deborah’s commitment to her clients became all the more evident when Melanie’s husband passed away. Melanie appreciated Deborah’s support and knew she would make the right decisions on her behalf. This was in contrast to her experience with the bank, especially compared to the level of service she receives at Assante. Today, Deborah and Melanie’s professional relationship has turned into a caring friendship, and Melanie couldn’t be happier to have Deborah and Assante by her side.