Experience in the financial service industry since 1981 and specializes in Group Benefits and Pension Plans for 1 – 400 employees. Contracted with all major carriers. Customized analysis of your plan is offered along with detailed cost containment recommendations. Full time office support for your administrator is provided. Complete troubleshooting abilities help take the pressure off of your administrator.
What We Do
We're in the business of helping you grow your savings. From financial planning to mutual funds, we have the services to set your mind at ease. Learn More.
Your Investments Online
Track your investments with the Assante Wealth Management InvestorOnline tool. Click below to access: