Kayla Hirschman - Mortgage

David started his investment career in 2018 after spending 28 years providing human capital services to some of corporate America's largest employers. He is a Certified Plan Fiduciary Advisor (CPFA) and holds the Series 66 and Series 7 registrations with LPL Financial. David takes the time to get to know his clients on a personal level. He makes sure that the advice and services he provides align with their goals, risk tolerance, and long-term plans regardless of what those might be. He does his best to keep things simple but at the same time educate.Whether it involves his client or the strategies to support them, David believes you can never learn too much - his goal is always to learn something new every day and incorporate what he has learned into his practice.In his free time, David is happiest spending time with friends and family doing any outdoor activity.

Island Financial Planning Inc is a financial services firm based in Bird Island, MN. Specializing in comprehensive financial planning, the company offers personalized strategies to help clients achieve their financial goals. With a focus on long-term financial stability, Island Financial Planning Inc provides services such as retirement planning, investment management, and estate planning. Their team of experienced advisors works closely with clients to create tailored financial solutions to meet their individual needs. Generated from their business information

Mertens Schmitz Saunders PA is a trusted accounting firm located in Bird Island, MN, offering a wide range of services for individuals and businesses in Renville County and surrounding communities. With a blend of personal service and expertise, their experienced and friendly team provides affordable solutions for retirement planning, estate planning, small business accounting, tax preparation, IRS audit representation, QuickBooks services, and more. Whether you need assistance with tax strategies, payroll tax problems, or setting up and training for QuickBooks, Mertens Schmitz Saunders PA is dedicated to helping clients navigate the complexities of today's tax laws and resolving any tax-related issues. With their commitment to providing personalized attention and their extensive knowledge in the field, they strive to put an end to the misery that the IRS can cause. Contact them today for a free consultation and discover how they can best serve your accounting needs.Generated from the website