Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I graduated in 1980 with a BBA from The Baruch Business School in New York.
I currently live in New York City with my family. I am actively involved in my community, having served as Captain of the local volunteer ambulance & rescue squad for twenty years. I have received commendations for heroism from the New York Fire Department and the Yonkers Police Department.
- Insurance Strategies
- Investment Strategies
- Business Owners
Check the background of this investment professional on FINRA’s BrokerCheckSee David’s Licenses and Disclosures