David Corrado, QAFP™, RIS - Financial Advisor

Hands down David is the best advisor I've ever seen. His customer centric approach with amazing communication during all times makes him such an effective advisor. He has a proven track record and then gets results with a proven method. Put him to the test and you won't be disappointed.

David has been fantastic to work with! Working previously with another financial advisor, I was delighted to meet with David, where he showed me his planning process and wished I worked with him sooner. My previous advisor did not go into depth regarding my investments or about planning, and I always felt I wasn’t on the right path or my financial future was not secure in terms of retirement or when other life events occurred. In meeting and now working with David over the years, he designed a tailored plan to suit my needs and we continuously review to make any changes necessary. Additionally, David is a great sounding board for when I have financial questions or status updates regarding market news when headlines appear worrisome. I feel confident today that the plan in place is sound and we’ve covered off any necessary contingencies with insurance or emergency funds. Thank you, David, and keep up the great work!

David is an amazing advisor. He is very knowledgeable, professional and down to earth. Over the years, he has helped us plan accordingly to meet our financial investment goals for our future retirement and has provided us with a great return on our investments. He is always well prepared for our meetings and always accommodates our busy schedules. He provides us with regular updates on our invested funds and always stays in touch. He is a trusted advisor that I would definitely recommend to anyone.

David is astute to the market. He will position you for success. I've personally worked with David for the past 8 years for all my financial and investment needs. I've seen my investments increase year over year.

I even invested more once I saw what he can do.
I would recommend David to anyone that wants to see growth.

I have known David for several years, and have nothing but the utmost trust and respect for him. He is extremely personable, very professional and organized, and always prepares for our appointments ahead of time. He is extremely knowledgeable in his field and works long days and nights for his clients. You can tell he loves what he does and appreciates his clients and their business. I highly recommend David whether you need to build your wealth, have money to invest, or are interested in protecting yourself through life/critical illness insurance.