Reviews

See What Our Clients Are Saying

"We've been working with David and Fred for almost 14 years. They are very proactive, analyzing trends and news, helping us work toward our goals. I have found them very responsive to any concerns we may have and take the time to fully explain any questions we may have. Both are very personable without the aggressive sales tactics so common in the industry."

- Deb

"I’ve been working with David and Fred for over 15yrs. They’ve been partners with me as I navigated my financial life. They always explained in great detail the moves they were suggesting. They were open to my questions and concerns and accepting on those rare occasions when I disagreed with them. They have recommended resources (legal, real estate, etc.) to assist me in making reasonable and logical decisions. I recommend David and Fred without hesitation to anyone who is seeking reasonable, honest and straight forward assistance to navigate their financial life. They take their responsibility to their clients seriously, they are to be trusted with guiding your financial journey."

- Rob

Statements are testimonials by clients of the financial professional as of 02/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.