David was extremely helpful in helping us to reorganize and consolidate our investments and purchase life insurance in order to plan for our later years. He explained things in an easy to understand manner so that we could make the choices that best met our needs. He is extremely trustworthy and followed through on everything we needed.
David was extremely helpful in helping us to reorganize and consolidate our investments and purchase life insurance in order to plan for our later years. He explained things in an easy to understand manner so that we could make the choices that best met our needs. He is extremely trustworthy and followed through on everything we needed.