Client Review on cpadp.com
Feedback:
I recently hired David to do a review of my budget and retirement plan. He gave me great suggestions about how I could rebalance my retirement savings and improve my financial planning. I feel much better about my retirement--it really needed attention from someone who is expert on tools and trends in the marketplace. Looking at the research from my retirement plan provider isn't enough to feel confident about your investments nowadays, and I feel much more assured about my finances now. I also appreciate his level of service and reasonable rates. He is an absolute pleasure to work with. I have already recommended him to friends.
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