LPL Financial

Write a Review651-257-6627

I came to David to roll over my 401k and not only did he help me with the investment selection, he also was very detailed and helpful when it came to explaining to me how to reposition my holdings. David then went a step further and met with me in several subsequent meetings to discuss my insurance and estate planning needs. I finally met with an estate planning lawyer and got that finished too! Thanks Dave for your wonderful advice!