“David Kassir is very friendly and professional. He planned our life insurance, our retirement plan, and our investment plan for my family. I am very happy with his service and highly recommend David as a financial advisor.“
“I have depended on Michael'a advice for over 5 years. He helped me come up with a plan to get rid of my student loans, which are gone! He then helped me and my wife come up with a plan to buy a house and fine tune our investments. He is detail oriented and explains everything clearly. He's great!“
Financial Planners
Financial Planners