Huguenot financial planning - New Paltz (NY)

5 /5 Elizabeth Pupo-Walker: David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

5 /5 Susan R: I recently finished creating a financial plan with David. David has an impressive background, is a wealth of financial knowledge, and is extremely thorough and very detail oriented. We worked through all of my finances, put together a solid budget, and David put together an excellent financial plan that is sensible, well organized and provides income and security for many years to come during my retirement. I highly recommend David for anyone that wants to build a solid investment plan for the future.

5 /5 Marsha Ganz: Dave is amazing. He is a patient and attentive listener. There have been many changes in my life and Dave has given me sound advice. With his guidance, I am on my way to creating a solid financial plan for my future- something I was afraid to complete on my own.

5 /5 Stuart A. Thompson: Can I give 10 stars? 100? David was a lifesaver and a well of financial knowledge. This was our first time using a financial planner and we were really blown away by David’s care, attention to detail, willingness to explain the ideas in great depth, answer all our questions and revisit our plan as we started implementing things. I’m so glad we called him and did a financial health check that will set us on the right course for the future.