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We are very pleased with your expertise and service. Your financial guidance has allowed us to retire at a very early age and still maintain a good lifestyle. You keep…

Dave, I find your service and dedication to your clients to be first rate. I am impressed with your knowledge of the industry and your ability to deliver the right…

Fast response to requests; well thought out opinions; keeps in touch; available; able to help me with severance pension pay-out; credible; keeps current with trends and products; publishes excellent e-mail…

I have been very satisfied over the years with your suggestions, advice and expert knowledge of your company services. When we have needed short-term loans the details were handled quickly…

Dave has been very good in helping us sort out my financial and insurance needs. He took confusion and focused us on what was important to our future.