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We Are Happy When You Are
TMFG is transparent on cost of what they do for clients and the various sources of investments we use. I don't remember that from the banks.
Carlo Cansino has been my Financial Advisor at The McClelland Financial Group since 2010. From the very first meeting, I knew I had made one of the best decisions of my life by placing my funds under his care. Carlo has always instilled confidence and trust. He is very easy to talk with on any topic, so I always look forward to my meetings with him.
Robert McClelland has an excellent team of dedicated and loyal staff members. Questions and concerns are always addressed promptly, and accurately, being passed to the “expert-in-charge,” of the specific issue.
I have been very pleased with the advice and service as provided by The McClelland Financial Group (TMFG) under Assante Wealth Management, since joining them in February of 2011.
I then tested Assante Wealth Management – The McClelland Financial Group who have provided a full menu of financial planning options and guidance. My portfolio has increased even in the current economic downturn. This is due to a fully balanced approach to my portfolio with quarterly adjustments if necessary. I can now sleep soundly at night.
We have been very pleased with the management of our financial affairs by Robert and his partners during the recent years of market difficulties. As an engineer, structure is important and the McClelland Financial Group provides us with advice and plans in a structured way that is in sync with our thinking.
As an engineer, what I like is that your approach is independent and objective, logical and methodical and what you believe is best for clients, even if not necessarily aligned with corporate preferences. You provide well researched analyses to support decisions and plans, have a good communications strategy and willingly fulfill any request made of you.
The bottom line is that we are all getting the best monetary care, and I believe when it comes time to pass on our investments, the family has the opportunity for the best advice. Professional investors have the necessary knowledge in financial and estate planning affairs.