David acts as a resource, guiding his clients in making the right financial decisions for their future. Working one on one, he helps them determine and clarify their financial goals, establish their financial position, and identify areas of opportunity. David helps protect what is important to them utilizing insurance strategies, developing savings programs and focusing on investments for the future. His advice helps enable his clients to make financial decisions with confidence.
“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck