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A Few testimonials About Dave...

"Dave has been our advisor for over 30 years. We trust him."

Garth
Sun City West, AZ


"Thanks to Dave, I can fish all day and not worry about losing or outliving my money!"

Carl
Sun City, AZ


"Dave is by far one of the best professionals I’ve ever worked with.” “He possesses a rare blend of subject matter expertise, and best in class customer service. I could not recommend him more highly to other potential clients"

Stephanie D.
Austin, TX


"My husband and I met Dave 20 years ago and he solved our financial problems and saved us thousands. Since I lost my husband, Dave has always been there when I needed him. If I could have another son, it would be Dave."

Irene
Sun City, AZ