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November 2023
David was great! He worked with my wife and I to plan for our retirement and set aside a college fund for our little one. Highly recommend him.
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October 2023
David keeps me sane knowing that my money is not only safe but growing. He’s not just an advisor, he’s also a friend.
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October 2023
David is a great advisor and shapes his financial recommendations to meet each client’s goals. I highly recommend him to anyone needing financial guidance to meet their goals and wanting to grow their portfolio.
