Broker Check

Our Company

Bassett Financial Services is now part of Macaulay and Associates 

Deborah M. Bassett, ChFC has retired and entrusted her long time clients with the team at Macaulay and Associates.

Firm Focus
Comprehensive Financial Planning and asset management 

Years in Business
Over 25

After many years of helping clients Deborah Bassett has transitioned her clients to work with the four advisors at Macaulay and Associates. Like Bassett, our firm provides both fee-based as well as commission-based planning, depending on each client’s situation. Whether you require comprehensive retirement planning, estate tax planning or simply an investment to supplement your existing plan, we will provide high quality, innovative strategies to best fit your needs. Both firms enjoy a multi-generational client base which aids in efficient and tax-wise family estate transfers.

Upon becoming a client, we will be available to you for on-going guidance to help you reach your goals. We will work with your attorney and CPA, as needed, to ensure your financial planning is properly represented and customized for you.

“Diversification to deal with an uncertain future, and adequate liquidity to address the unexpected”