Archives: Reviews

Daniel C.

Emily Rassam rocks!

Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication.
If you’re not investing your money through Emily, you should be.

Elaine

Why I trust Emily…

Emily has been a lifesaver for me in so many ways. I needed a Financial Advisor that I could trust, and I could not be more pleased. She is honest, provides great advice, guidance and always goes the extra mile for her clients. She is always professional, knows what is going on in the industry and what services the company offers I could benefit from.
I retired at the end of 2018, but before I did, I met with Emily, and we went over what my retirement would look like. There is no one else I would trust with my financial future. This advisor/client relationship is the best I’ve ever had. She keeps me on the right road! I appreciate her so much.

Kay

Emily Said I Could Retire!

We’ve worked with Emily for a few years now, and have been so impressed. She is a wealth of knowledge and a way of being able to answer a lay person’s questions in a very thorough and understandable manner. She can answer any question you throw at her with detail and clarity. She is honest, credible and trustworthy. She is very knowledgeable about the technology she has available to use and is able to provide strong visuals and projections to help with making decisions. She is always willing to meet and discuss a given topic or to provide an update on our portfolio. We’ll forever remember Emily as the person who said we could retire. That’s a hard decision to make and she was able to clearly show us the path. I’d highly recommend Emily to work with as a Financial Advisor.

Kelly T.

Trust is very important these days

I’ve been working with Emily for a few years now. She is a wonderful, kind and caring person. She has helped me tremendously in understanding the world of Financial planning. I am retiring next year in 2023 and feel very comfortable my retirement goals have been met. Trust is very important in selecting a Financial planning professional. I have every confidence in Emily’s guidance to make sure I have met my goals and can retire with peace of mind. She is a true professional and I’m happy to have her managing my money.

Tom K.

We are comfortable with Emily

We have been very very pleased with Emily. We moved with Emily from her previous firm to Archer because we trust her. We have had many financial advisors over the years. Emily is the first one my wife has connected with. Emily explains things in a way that she understands and appreciates. Emily knows us and is always available. She is now also helping my two daughters. I cannot recommend her enough.

Terry R.

5 Stars

My husband and I trust Emily with our money she is honest and is very helpful and she knows how to listen to what we want and come up with a plan.

Deb D.

Superb Clarity & Attention

Emily is so bright and has a deep understanding of her business. She is very good at explaining things to a layperson with the right amount of detail and clarity. I’ve been working with her for several years and I couldn’t be happier. I feel like our nest egg is safe and productive. I really couldn’t be happier to be her client.