David Bobrowsky, Certified Financial Planner

I have worked with David for almost three years and he is fantastic! Empathetic but highly professional, he has helped me look at the complexities of financial issues with greater understanding and sense of control. He helped me through the intricacies of transferring my husband's civil service benefits into investments which continue to increase earnings after my husband death. He is very patient and he listens. His financial advice speaks clearly from a place of financial acumen and personal life experience. I am not a big investor but in his followup calls and prompt answering of my emails, I feel his personal interest and knowledge of my family situation. It... read full review

My wife and I have been working with David for more than 3 years. David is great as a financial adviser/planner. He helped us to take a critical look at our financial situation and helped us to develop a strategy for debt reduction and a plan for retirement. David is very easy to work with. He really makes us feel comfortable and does not make us feel intimidated like others in this field tend to do. He follows up with us regularly to see how things are going which is great. I highly recommend David!

David has helped us so much in terms of getting our financial life in order. I strongly recommend him - now I worry less about our plan and whether or not we're on track. Such a relief to know we're in good hands.