I have known David for more than 20 years personally & professionally. David’s personality, integrity, and financial expertise surpass many I have dealt with in the past. David’s knowledge of the market, trends, and creativity are incredible. He always thinks of my benefits and long-term success. In addition, David’s honesty, transparency, and integrity are second to none. Thank you, David.

David has directed my family’s wealth management strategies for many years. What is unique about David is his breadth of experience and knowledge in many sectors of financial planning from money markets to life insurance. David has a keen business sense and proactively seeks opportunities and trends in the marketplace that will benefit his clients’ long term. He has made many recommendations related to my personal and business portfolios that are making dramatic improvements to my long-term goals. Above all, David has excellent interpersonal skills that make you feel at ease when discussing your financial plans and his guiding principles of honesty and integrity can be counted upon with complete confidence.

As a former Financial Planner of a large investment firm, I can appreciate the qualities of an outstanding financial advisor. It comes down to honesty, integrity, and dependability. You can depend on David Aaron to know which investments that best fit your time horizon and risk tolerance. And you can trust him to take the time to explain things in an easy-to-understand manner. And most of all you can trust David to always put your needs above his own. I have recommended David Aaron to my friends and they rave about him!

David has been my advisor since 2012. I met David in a casual setting and mentioned how unsatisfied and disappointed I was with my current advisor. David simply asked if he could “demonstrate, excellence in service.” David immediately conducted a portfolio review, gave unbiased advice, and provided a Summary of my investment portfolio to make it easier to track. What I was most impressed with was how he listened and understood my goals vs providing a cookie-cutter investment portfolio

David has a great attitude and offers professional services and advice. He is always willing to help people especially when it involves going above and beyond the call of duty. David is very professional and dedicated. I recommended his services to all family and friends and am happy to recommend him to anyone who is looking for a trustworthy and honest financial advisor.

As an IT. consultant, I’m on a plane working away from home 250 days of the year. I really don’t have time to manage my investments. I’ve trusted David to manage my investments for 15 years now and I wouldn’t trust anyone else. His professionalism, attention to detail, vast knowledge in working with business owners have proven to be invaluable to my family.