Category: | Insurance agency, |
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Address: | 1415 13th St, Bellingham, WA 98225, USA |
Postal code: | 98225 |
Phone: | (360) 647-1260 |
Website: | https://www.latitudefinancial.com.au/ |
I had David and Derek re-write my very old life policy to a new and better policy for the same premium. They were both very forthcoming and everything went as expected. Thanks! a great experience!
David Gould was very helpful in explaining the options, and helping me get affordable life insurance. I like that Prudential seems to be the best insurance company for not disqualifying a person from being in a healthier lower cost insurance category due to CPAP use, as long as the person uses it consistently. At 57 years old, I was still able to qualify for the Preferred Best category.
I was looking for a life insurance policy with my wife. After entering my info online I got many calls from difference agencies. I talked to David and the guy from Policy Genius. I decided to pursue with David because of his knowledge of the business: he will listen and advise.
He listened to my situation and offered few solutions suited for what I was looking for. The guy at Policy Genius for example wanted us to go through a medical exam where David's position was: "you might not need that so let's wait."
Sure enough, only one of us (between my wife and me) was scheduled for a medical exam. At the end of the day, the rate we ended up with was lower than the one offered by Policy Genius and the process was straightforward.
David Gould has been my financial advisor for twelve years and has always made the right decisions for me. When my husband died ten years ago, David guided me skillfully through the changes that were required. I have the utmost respect for his financial expertise and judgement. In addition, David is very warm and friendly and takes a personal interest in his clients. He makes home visits and is very reachable by phone. I would recommend David highly to anyone looking for sound financial advice.
David Gould has directed me in all financial investments over many years. I have complete confidence and trust that David will find the right fit for my investments needs. He never rushes and is always available. His personal attention is most appreciated as is his knowledge and ability to help me understand all the different products and options. I find myself nearing retirement and David has me safely in a good place. Highly recommend David Gould.