Michelle Lo
Wealth Advisor, Branch Manager
Safeguarding your family’s financial future
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
Read more…We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
Read more…The redesigned Assante InvestorOnline offers a fresh layout with new and improved features. Part of our commitment to providing a complete approach to our clients includes an improved online experience, where you have access to your Assante account information and more, any time, day or night.
Read more…An easy and secure way to communicate with your advisor over Assante InvestorOnline
Read more…