-
September 2025 by Donald Mey
Had a great first meeting with David & Tony. So respectful and informative planning my retirement.
I highly recommend them for your financial needs.
They helped me feel less intimidated making sure my future is secure.
-
April 2025 by Shank Craft
David and Tony were helpful, addressing my questions concerning asset allocation and debt management. I left with solid, actionable “next steps”.
-
March 2025 by Judy Rambert
David is professional, insightful, and trustworthy. He and his team are on top of market trends, easy to understand and a pleasure to work with.
-
January 2025 by Mark Sauer
David has been our advisor for about eight years now, and professionally guided us through a very difficult season with humanity and grace. Highly recommend!
-
November 2024 by Ingrid Olsen
Dave has provided not only a well rounded investment portfolio but he is very knowledgeable on all that has to do with retirement, including taxes, social security, health benefits and more.
-
August 2024 by Eleanor Lerner
We have been with Assured Concepts Group for 7 years, David has helped us so much with our financial, especially helping with our retirement, I thank David so much for all the help and Kindness He has been wonderful like I said a very caring person.
-
May 2024 by Ronald Cohen
We come from professions far from the financial world. Dave and Tony took their time to clearly explain and describe the responsibilities and expectations of investment planning. We feel secure under their guidance and well-educated to make decisions regarding our financial future.
-
December 2023 by Olds Car
David & Toney give very good financial advise along with option that are tailored to my needs !
-
December 2023 by Bob Olsen
We are very happy with the service Dave provides. Leading up to and early into retirement Dave has set us up with a well rounded financial plan.
-
November 2023 by Lisa Winchel
We recently went for our annual review with David. He and his staff are welcoming and professional. His depth of knowledge is commendable and I always feel he has our best interest at heart.
-
November 2023 by BB
We've been doing business with David for many years. He's been with us thru the good and bad. We wouldn't be as happily retired as we are if it wasn't for him.
-
September 2023 by Kimberly Freitag
I appreciate the informative videos that David Schlossberg of Assured Concepts Group offers on a variety of tax and investment topics. The videos are timely, provide comprehensible information, and can be used both for new learning as well as a "refresher."
-
September 2023 by Sheryl Taubin
Assured Concepts Group has been so helpful and supportive, they have given me piece of mind and I am no longer in fear of my financial future. David and Tony are so knowledgeable, take their time to answer questions while giving the best options available for me to reach my financial goals. I trust them completely and would highly recommend them to anyone looking for people who are invested in you and your financial future.
-
August 2023 by Robert Dvorak
Assured Concepts Group's David Schlossberg has been my financial advisor for the last 16 years. He is comprehensive, competent, and trustworthy.
-
August 2023 by Joni Barna
We have worked with David for over 20 years, and he has consistently provided excellent guidance in all our financials needs. He has been proactive and very knowledgeable in all aspects of our financial plans.
