SCHMIDT AND DICKENS WEALTH ADVISORS - CI ASSANTE WEALTH MANAGEMENT

I was very apprehensive about leaving my big bank in favor of the "shady" vacuum salesman type as I used to call it....but David took the time to gain my trust with his understanding of how it all works. I was very happy to become a client of Davids and he is always pleasant to deal with. I now look forward to having an intelligent conversation with the person I trust my money with...it was a very wise choice for me and I would encourage others to trust David's knowledge to get them to their retirement goals. - JR.D

These two are amazing, I recommend them to anyone! They sit down with you, breakdown your finances, listen to what you want your future to look like and come up with a way to do it! I’ve never felt so financially stable in my life and I’ve made far more money in the past just didn’t know what to do with it! Great guys.