Asset Preservation Wealth & Tax, Financial Advisors

Met with Ernie two times to go over my current portfolio. I was very impressed with his knowledge and eagerness to help. I look forward to working with him in the future and building a financial relationship together. I would highly recommend Ernie and his team.

Ernie Baillargeon is an excellent advisor. I felt comfortable working with him from the very beginning. Ernie takes the time to listen with focused attention and empathy. He asks the right questions to understand your needs. He is detailed and keeps you well informed with each step. He communicates in a straight forward manner that is easy to understand. I am confident and at peace with my future in the right hands!

We have worked with Ernie Baillargeon for about 3 years. He has done a fantastic job with our investments and planning for a secure retirement He takes time to explain everything and answer any questions. We have been impressed with their personal attention to our accounts and suggesting beneficial changes as they arise. We would highly recommend meeting with Ernie to learn about the advantages of having Asset Preservation manage your retirement.

We're happy we finally made the decision to connect with Asset Preservation Wealth & Tax, and were introduced to Ernie. Ernie has been a fantastic source of financial support and guidance. We definitely feel better about our financial future, have more knowledge and will have Ernie's support going forward to meet our retirement goals.

I rolled over my retirement accounts last year and recently held my 6-month review with Ernie. What a great experience! Ernie reviewed my investment accounts (which are all doing fantastic) and also took the time to review my personal situation to discuss future areas that may impact my investments and taxes. Ernie demonstrates competence, great listening skills, and has a wealth of knowledge. I am so happy I made the change and have peace knowing I made the right decision.

I have had a few conversations with Ernie and each time I have spoken with him he has made more and more comfortable with our finances. Ernie has an extremely calming demeanor, he is very patient and precise, he speaks in terms you understand, and will explain everything over and over until you are completely comfortable. Ernie truly cares about his clients and very much wants to help them meet their goals. I am extremely happy that we decided to move forward with working with Ernie. Samantha Hurley

Ernie took the time to get to know us and understand our needs. He devised a plan that we felt comfortable with. Ernie does a great job of taking his time and ensuring I understand what he is sharing as I am not as knowledgeable on numbers and investments as my husband. This gives me/us great comfort as there maybe a time when my husband has passed and I need to truly understand our portfolio and I know with Ernie by my side I will be alright.