Building long-lasting relationships with our clients is a cornerstone philosophy for our team. We firmly believe that quality financial advice can only be drawn from a deep, personal understanding of a client’s own philosophies and circumstances. Here’s what some of our clients are saying about working with us…
Our unwavering trust in your financial advice and financial dealings performed on our behalf, has permitted us to live relatively worry-free lives, knowing that you are always in touch with our specific and unique financial needs and concerns. The explicit trust that you have earned over the many years is further shown by the fact that we have recommended you and your services to virtually all other members of our family.
When David spoke with us about investments, we were hesitant to make the move. He was never ‘pushy’ nor did he promise us minor miracles in the way of returns, instead he took the time to help us set goals, recognize our risk tolerance and showed how we could make financial plans for ourselves that would help us realize our goals. Through his advice and with regular reviews with us of where we are and where we expect to be, things are kept ‘on track’.
…it is important to note that David knows how to lead an excellent team. His staff are always ready to help and are knowledgeable in each circumstance. More importantly, he makes each client feel that they are a part of that team. David works with clients, not just for them; he nurtures the Client-Consultant relationship and keeps communication clear and open.
We were immediately very impressed with David’s professionalism and friendliness, but more importantly, by his in-depth knowledge of finances and investments. David took the time to explain all our options in a clear and straight-forward fashion. He showed us ways to begin saving on taxes immediately and ways to invest our savings to keep them protected and able to grow.