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David Wealth Management, LLC

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Fairfax, United States

davidwealth.com
Financial plannerFinancial consultantInvestment service· Financial planner· Financial consultant· Investment service

David Wealth Management, LLC Reviews | Rating 5 out of 5 stars (8 reviews)

David Wealth Management, LLC is located in Fairfax, United States on 8315 Lee Hwy. #325. David Wealth Management, LLC is rated 5 out of 5 in the category financial plannerfinancial consultantinvestment service in United States.

Address

8315 Lee Hwy. #325

Phone

+1 7035608300

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible liftWheelchair-accessible toilet

Open hours

...
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Yonas Robi

Jim David has done a fantastic job with helping my wife and I set up our retirement plan and manage our assets. He is extremely detailed and attentive to our needs and concerns. We would highly recommend Jim to any one looking for serious and well thought out financial advise.

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Michael Reed

Jim has proven himself to be a valuable asset in my retirement planning. He's a good listener and did a great job of reviewing my existing assets and then developing a detailed plan to better align them with my goals. I've had other financial planners in the past, and Jim is by far the best I've seen.

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Patrick Keightley

Jim has spent more time with my wife and I in setting up our plan than the previous three financial advisors we've used. Very responsive and listens carefully to what we want before he makes any recommendations. Very committed to his clients.

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John Grau

We chose Jim David for retirement financial advice. We had specific questions/issues we wanted to address. Jim is a good listener. He focused on our issues, checked to make sure he was addressing them appropriately, and then followed up with check lists and progress reports. He has access to good outside experts when needed and offers solid, practical advice while being cost conscious. He is a valuable and trusted advisor for us.

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Cathy Turner

Jim has been great to work with. Before making any suggestions he met with my husband and I to find out what our retirement goals were. He came up with short term and long term goals in order to help us on the path to a successful retirement. He continues to check in with us in case we have questions. We would highly recommend him to anyone who is trying to plan for retirement.

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Joe Russell

Thorough, competent, caring, a listener, and knowing - that's how I'd characterize Jim. And those were my reasons for choosing to go with him recently as my financial advisor. Jim quickly got into the details of my existing portfolio and didn't just assume away that certain items needed to transfer into other investment vehicles (actually, two remained when we finished our analysis. Jim declared them good ones for my situation, after a thorough assessment). My other investments were transferred into Schwab accounts after a good discussion about my retirement objectives, views on the economy & stock markets, my risk tolerances and future plans. Next, Jim set me up with contacts for estate planning and taxes, and attended kick off meetings. And he's now supporting me on the follow ups. I'm very pleased to be working with Jim.

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Christina Schinner

Mr. David has been very attentive to every detail of our family's financial plan. And I mean, EVERY detail. I thought I was detail oriented, but Jim takes it to another level. His objective advice didn't even begin with our investments but with proper living wills, having the proper amount of heath/life insurance/home/etc. (which he doesn't sell). His research into our current situation made using his services a o brainer\ for my husband and I . Additionally I never feel \out of touch.\ He continually checks in to make sure I making progress on my end. So far, so good!

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Eleaner Loos

I initially chose Jim David, after research on the internet, because of his credentials as an independent financial advisor and a CPA. He spent time getting to know me and my husband, so he could understand our family needs for the long term. His advice was thoughtful and right on point. I can whole heartedly recommend Jim for you financial planning needs. Additionally, he is a nice man.

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