from our clients.
“Over the past 3 decades Ron has expertly guided us with all our financial planning requirements. Along the way he has helped us assure the future financial well-being of our special needs daughter, advised us with life insurance, tax planning and business succession as well as estate planning for an elderly parent. As small business owners we looked to Ron to help us plan for an independently financed retirement and thanks to his expert guidance that is what we have now achieved.”
“We have had the pleasure of dealing with Ron and the Schmidt & Associates team for close to 20 years. Ron advises my husband and I, as well as, two other generations of our family and several siblings. His team’s substantial in-house knowledge is increased with access to Assante’s impressive group of tax, estate and insurance specialists Ron’s expertise, efficiency and passion for his business and clients has made an invaluable impact on our entire family’s growth, preservation and transfer of wealth.”
“My husband and I truly value the longstanding relationship we have built with Ron, Tracy and the team at Schmidt & Associates. While we started our habit of investing with them individually and at an early age, they’ve also worked with us as a couple to create wealth and to support our plans for potential early retirement. We have complete trust in the advice, products and services they provide, rarely looking at our statements and always pleased when we do. The comprehensive approach taken to understand our needs and goals is truly valued.”
“I have employed the services of financial consultants for nearly forty years. None have come close to equaling the performance of the Schmidt & Associates team. As a client I have been guided, protected and informed by Ron’s attention to detail, honesty, warmth, intelligence, experience, and strategic approach. He demonstrates infinite patience in every interaction, always educating and never rushing. The team is welcoming and professional, extending assistance generously and extensively. As exceptional as this seems, it truly is their standard.”
“We have been working with Ron for more than 25 years, and we are the second generation of our family to use his services. We have always been able to rely on the integrity and caring approach the Schmidt & Associates team commits to their clients. Whether saving for retirement, our children’s education, to estate planning and preservation, Ron has kept our strategies in line with our family’s changing needs. Our young adult children have watched and admired our long-term relationship and are now using Schmidt & Associates for their own investment needs.”
“In the mid-1990s as a young sales representative, Ron Schmidt called on me and my wife. In spite of his age (young back then, not so young now!) he has always been very knowledgeable and listened closely to our needs and interests. We started with a sizeable insurance policy and then moved into investments. Over the decades, Ron and his team continue to respond to our family’s changing needs with excellent advice and outstanding personal service.”
“Almost 20 years ago, we realized we were so busy running our business that we could not properly look after our own investments. Our accountant suggested we see Ron Schmidt at Assante and the rest is history. We continue to meet with Ron and/or the team often and always feel we are being heard and understood. We never feel rushed and can take as long as we need to discuss suggested changes or adjustments to our current scenario. They take great care in looking after us and we would not hesitate to recommend Schmidt & Associates to anyone we know.”