What You’re Saying About Us
Beverley speaks about the scope of the work that we do.
Phil speaks about the confidence and peace of mind from working with the Taglieri Group Family Wealth Advisors and the Assante organization.
Al and Di speak about the importance of relationships.
More about what our clients are saying…
“After meeting with Michael my wife and I felt very comfortable entrusting our investments to him. Michael’s depth and breadth of knowledge, backed by his team, have generated solid returns for us. He also picked up on an item during a chat about our family and was able to set up an RDSP for our son – a plan we had no idea existed. Equally; or perhaps even more importantly, Michael’s caring nature shines through in all aspects of his practice and his dealings with clients. When entrusting your financial future to someone it is critical that you have complete faith and confidence in that person and I’m pleased to say we have that in Michael.”
“Prior to retirement we did not use a financial advisor. Upon retiring I had to move funds out of a company pension plan and felt that it would be beneficial to consolidate funds from several locations and use an advisor. Michael has been wonderful to deal with. He is very responsive and knowledgeable, and is able to modify his message to his audience. Even if one spouse is less knowledgeable with financial concepts and language, he makes you both feel comfortable and involved.”
“My husband was the financial ‘guru’ in the family but when he passed away I found myself faced with that challenge. I really have no knowledge of the investment world and found it quite daunting but Michael has put my anxieties to rest! He easily discusses matters with me, ensuring that I understand the whys and wherefores on my level. I really feel like he is a friend who is guiding me to a more secure financial future. He organizes client evenings where he, not only provides valuable education, but also refreshments and entertainment. You can’t ask for a more perfect advisor than Michael!”
“When Michael met with my wife and I it was clear from the start that he wanted to provide us with a customized financial plan that fit our particular needs and he did. He explained everything at a level we could both understand and keeps us informed and up to date on a regular basis. Michael is a pleasure to work with.”
“Working with Michael was easy and comfortable. He made our experience incredibly enjoyable, answered all our questions thoroughly and provided us with the best options for us. We continue to use Michael’s services and look forward to growing our business with him in the future.”
“I particularly enjoy working and meeting with Michael. He obviously is knowledgeable in his craft. What I particularly like about Michael, is his ability to communicate with me at my knowledge level that I can grasp and provides me a recommended plan along with alternative solution.”
“I had previously met with an advisor several times a few years ago and everything was so convoluted I didn’t feel comfortable comitting. Michael put everything in laymen’s terms and made it seem very straightforward and palatable within just a few minutes.”
“Having worked with several financial advisers in the past, I found Michael to be most knowledgeable, organized, and trustworthy. He puts forth great effort to keep me informed of my investments and takes time to teach me about economic trends and investment options. It is clear Michael makes his clients his priority. With his current approach to wealth management, I feel comfortable leaving my hard-earned investments in his care.”
“Michael is a well knowledgeable, patient and trustworthy financial advisor with excellent work ethics. He provided us with detailed and honest information that was required for our portfolio in a timely manner.”
“I hired Michael as my Financial Advisor as I was no longer able to manage my finances due to my lack of investment knowledge. Michael is well versed in many areas of today’s markets and proves time and time again to be reliable and trustworthy of managing anyone’s portfolio. Regardless of your short and long term financial goals, Michael will make you feel comfortable making some of the biggest financial decisions of your life. He will listen to your needs, properly assess your situation and execute a plan accordingly. I would recommend Michael to anyone looking to make a positive financial change in their life.”
“I appreciate Michael’s knowledge and awareness of not only the investment importance of wealth management but other aspects - estate planning, insurance, tax planning etc. As financial awareness was my husband’s strength more than mine, Michael’s willingness and patience in making me a well informed client is invaluable. He is trustworthy, knowledgeable, and professional. I appreciate the role he has as my financial advisor!”