Retirement planning, stock, bond, mutual fund, variable annuity brokerage.

Over the past 43 years David has built a clientele comprised mainly of individuals and small business owners. In his practice emphasis is placed on providing the education and information clients need to make intelligent decisions. He works closely with each individual to develop a financial plan designed to meet specific investment and retirement objectives. David specializes in financial planning and incorporates his knowledge and experience in helping clients more effectively work toward their financial goals. His practice includes brokerage of stocks, bonds, mutual funds and variable annuities