Our Qualifications

David Tauber has been working with individuals and businesses for several years.

He holds the ChFC professional designation, and he is securities registered to sell a variety of investment and insurance products to address each client's needs.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We look forward to using our expertise to help you pursue your financial goals!