David, who has developed close personal relationships with his clients over the 20 years he's been in the financial industry, prides himself on providing superb service. "I always put myself in my client's shoes," he says. "How do I like to be treated? Are my goals being met? Does this advisor treat my money with as much concern as I do? Is my advisor always there to help?"
David specializes in helping investors plan out their retirement needs, and has led talks and seminars to help parents plan for the future college costs for their children.
He and his wife, Tammy, live in Fairport with their two sons, where both husband and wife are very involved in community activities with their children.
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