We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
WHY CHOOSE US?
Inadequate planning leads to millions of dollars lost each year by taxpayers. Devassy Asset Management, LLC ensures a unique collaboration with highly qualified estate-planning attorneys, actuaries, asset protection attorneys and CPAs specialized in tax planning. Meaning we are able to provide you with the most appropriate strategies to reduce your taxes.
When you work with us, we make sure that your Social Security income is maximized, so that your savings and insurance, investments, and legacy are on solid footing.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. You will be able to better identify your goals and the help you need to reach them by providing sound financial information.
We know that our qualified agents will use their extensive personal and professional experience to ensure that all of your needs are met. Our agents hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our expertise to help you pursue your financial goals.