Group Health, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning, Wealth Management, Life Insurance, Life Settlements, Long Term Care Insurance, Annuities, Viaticals, Disability Insurance, Health Insurance
Customer Reviews
Estate Planning, Annuities
Reviewed by Mike Tyler
of Alpine, California
on . Rating: 5/5 - Nice, patient, informative.
Financial Planning, Annuities
Reviewed by Ruth Stamler
of Del Mar, California
on . Rating: 5/5 - I have been his client for several years. He is an exceptional man and i am totally comfortable with his handling of my portfolio.
Retirement Planning, Annuities
Reviewed by Dennis & Lai Mei Strauss
of San Diego, California
on . Rating: 5/5 - We enjoy every meeting and
always have that great feeling of accomplishment afterwards,confident with our
joint decisions of keeping our investments safe.
Estate Planning, Annuities
Reviewed by Vincent Rodrigfues
of Carlsbad, California
on . Rating: 5/5 - We have known David for over six years. He is well versed in all financial & insurance fields.
Estate Planning, Annuities
Reviewed by Tong-Ching Tsai
of La Jolla, California
on . Rating: 5/5 - He is very knowledgable in his field and very kind to his clients with human touch and treat you like own family. Thank you for known you.
Estate Planning, Annuities
Reviewed by Rondal R. Potthoff
of Lakeside, California
on . Rating: 5/5 - David Epstein was real informative and helped us find an annuity that was just right for us. Mr. Epstein was very professional and helpful in providing us with an annuity we feel happy and comfortable with. We would highly recommend him.
Retirement Planning, Annuities
Reviewed by Robert Helou
of Chula Vista, California
on . Rating: 5/5 - Annuity and retirement investment.
Retirement Planning, Annuities
Reviewed by Glenda Little
of Ramona, California
on . Rating: 5/5 - David is the consumate professional at the same time showing kindness & caring. He helped me through a difficult family loss with guidance on the best way to maximize my inheritance. I trust him completely and would not hesitate to refer him to family and friends.
Estate Planning, Annuities
Reviewed by Dick Costantino
of Carlsbad, California
on . Rating: 5/5 - I don't know where I could have been better taken care of. The financial guidance and tech support I have received could not have been any better.
Investment Planning, Annuities
Reviewed by Bob Cramer
of San Clemente, California
on . Rating: 5/5 - Patient and supportive, David spent an abundance of his time explaining things in detail. I sleep well, now. Before, not so much.
Financial Planning, Annuities
Reviewed by Christina Brown
of San Diego, California
on . Rating: 5/5 - With the roller coaster ride the stock market is on, I'm relieved I put my money in a life-time annuity.
