Financial Advisors

Elaine Layman has been my accountant for several years, preparing both business and personal tax returns. She is extremely competent, very prompt and efficient and has done a first class job for me. I highly recommend her.

Dave is a great resource and is very knowledgeable about insurance and investments. His friendly attitude and pleasant demeanor make him a pleasure to work with. He has helped me get my finances in order and I am happy to recommend him to friends and family.

My appointment with Karen Mason was stimulated by a Business group I attended where the next step was to take action regarding my stalemate with handling finances. Karen came highly recommended as a dynamic, professional compassionate person by a group member. Our initial phone conversation was fun and with her colorful, confident presence I liked her right away. What could anyone do to help my pitiful situation, modest income, a permanent renter, scraping savings out of my pay so I can fix my car and get away once a year. Karen quickly and with genuine attention to my needs and situation gave me hope. Hope that I could do things a different way, that I was not stuck and made suggestions for tools I could use to that end. I couldn't have asked for more. Thank you Karen for helping me take the next step with hope and promise.

Right next to yacht club

Greg at Assante Capital was extremely helpful, professional and efficient on all fronts when it came to my financial needs. I felt comfortable and in good hands throughout the entire process. I highly recommend Assante Capital for any form of financial management.