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December 2023 by Olds Car
David & Toney give very good financial advise along with option that are tailored to my needs !
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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.
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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.
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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.
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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."
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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.
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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.
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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.
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August 2023 by Jim Rambert
We have been with Assured Concepts for over 10 years and David and his staff have been able to inform and help us and our family retain and increase our retirement funds with lower taxes.
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August 2023 by Theresa Naaf
David Schlossberg has been my financial advisor for 8 years. He is knowledgeable, professional, caring, and trustworthy. He puts the client first and has always been there to answer any questions, clarify information, or suggest investments that would benefit me.I highly recommend this group.
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August 2023 by Tony Polenzani
I learned enough at David's seminar to know that I ought to have this man as my financial advisor. It's been 15 years and I'm glad I saw the light.
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August 2023 by Michael Lerner
As always, David you gave me all the info and advice I needed. We feel so lucky to have you as our advisor and friend!
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June 2023 by Nancy Alfonso
Honest straightforward advice. No sales pressure. Highly recommended.
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June 2023 by Jennifer Baier
Assured Concepts is very trustworthy and has proven to us to be knowledgeable and reliable. I highly recommend them for any of your financial or retirement needs.
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October 2022 by Steve Klein
I have great confidence in David's financial expertise and that he looks out for our best interest.
