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June 2024 by Kevin S.
David Beck is one the best financial wizards west of the Mississippi. He has great knowledge and experience in retirement, tax, college planning and investing. You will be greatly served by working with an honest and value-driven CFP (R) professional like David, holding the top designations in the industry. You will learn that he cares for each of his clients like family. Thank you David.
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April 2024 by Patrick S.
David Beck is stellar at was he does! David was extremely patient with all my questions. He was spot on with tax advice and counsel. Very kind and knowledgeable. I recommend David whole heartedly! 5 star service!
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February 2024 by jack c.
What a pleasure, and relief, it has been to have David Beck look into my financial affairs and give me some very thoughtful and helpful advice. He was terrific to talk to, very patient and articulate, and perceptive to my current situation in terms of current earnings, assets and expenses. I would without hesitation recommend him to anyone thinking mid-life about how my retirement might look like. Thanks David!
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January 2024 by kyle s.
David Beck did my 2019 IRS tax filing very quickly and at a good price. In this COVID-9 world where most accountants only work remotely, he accommodated my computer illiteracy by agreeing to have me drop off my materials at his home, then pick them up later. I am an 81 yo with only social security as income. I don't own a home or other property. The only "complication" is stock investments and a carry forward page. Given my incompetence with computers I have never wanted to do my taxes on line. In the past I have used AARP's free service for seniors, but COVID-19 ended that, so I postponed filing, hoping perhaps that AARP might resume. That did not happen. So I looked at yelp and tried to identify a person who could do my taxes at a good price. I quickly learned that most CPAs deal with more complicated cases and charged high prices. I also learned that most worked exclusively remotely. Further, at this late date, many were not accepting new clients. Others were not returning my phone calls. I had a worrisome night, but the next day I reached David and we worked out the arrangement where I hand-delivered my materials, then picking them up when he finished. He called me almost exactly 24 hours after I dropped off my materials to tell me that he had completed the work. So my worry changed to relief and David's quick response was the salve I needed.
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December 2023 by Ruth P.
I had a brief conversation with David seeking advice on some inherited property. He was very clear in his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.
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August 2020 by Gabe F.
I had a brief conversation with David seeking advice on some inherited property. He was very clear in his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.
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June 2020 by David P.
David Beck did my 2019 IRS tax filing very quickly and at a good price. In this COVID-9 world where most accountants only work remotely, he accommodated my computer illiteracy by agreeing to have me drop off my materials at his home, then pick them up later. I am an 81 yo with only social security as income. I don't own a home or other property. The only "complication" is stock investments and a carry forward page. Given my incompetence with computers I have never wanted to do my taxes on line. In the past I have used AARP's free service for seniors, but COVID-19 ended that, so I postponed filing, hoping perhaps that AARP might resume. That did not happen. So I looked at yelp and tried to identify a person who could do my taxes at a good price. I quickly learned that most CPAs deal with more complicated cases and charged high prices. I also learned that most worked exclusively remotely. Further, at this late date, many were not accepting new clients. Others were not returning my phone calls. I had a worrisome night, but the next day I reached David and we worked out the arrangement where I hand-delivered my materials, then picking them up when he finished. He called me almost exactly 24 hours after I dropped off my materials to tell me that he had completed the work. So my worry changed to relief and David's quick response was the salve I needed.
