Clients deserve top-notch service and value a reliable advisor. It is our commitment to service excellence that sets us apart. We offer three flexible service options to help as many people as possible.
Our office phone is both talk and text enabled.
We return calls and emails within 24 hours (usually much sooner)! David specifically chooses to answer his phone so clients get him directly.
We can meet in person or over Zoom - whatever is most convenient for you.
We provide our calendar to clients to book meetings directly at their convenience.
We use DocuSign to make paperwork easier.