Welcome to ASSURE Financial Services

ASSURE Financial Services serves as an investment advisor to individuals, businesses, trusts, 401(k) and all other types of retirement plans.  We provide plan sponsors guidance and support to assist in the management of their retirement plans: vendor reviews/searches, cost identification and reduction, establishing and documenting prudent fiduciary processes, crafting appropriate plan structures to meet business goals, and providing sound investment guidance to the employer and employees alike. Our comprehensive analysis of investment offerings helps ensure ongoing excellence.

For our individual Wealth Management clients, our mission is to provide quality investment strategies customized to your needs. Led by a code of strong ethical standards, we believe in “treating our clients as we would like to be treated.” We take pride in being a dependable partner, consultant, and source of knowledgeable support.

We are an independent advisory and consulting group. As such, we are not limited to any particular firm’s investment or 401(k) offerings.