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David Rae, Certified Financial Planner, Accredited Investment Fiduciary

David Rae, Certified Financial Planner, Accredited Investment Fiduciary

5.0
18 reviews
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Friday
08:00 AM - 05:00 PM Hours
Monday
09:00 AM - 05:00 PM
Tuesday
09:00 AM - 06:00 PM
Wednesday
09:00 AM - 06:00 PM
Thursday
09:00 AM - 06:00 PM
Friday
08:00 AM - 05:00 PM

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5.0
18 reviews
5.0
18
0
0
0
0
18 reviews

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Bolen High
David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has been for over 6 years, we are members of the same BN...read more
04/01/2021Google
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Erica Lee
You may not have financial goals. Or perhaps you have several. In either case, and especially during these pandemic times, it's crucial to shore up ...read more
07/21/2020Google
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Matthew J. Dempsey
I've been working with David for the last few years and he's wildly efficient, kind, reliable, and knows his stuff. Trust is huge and David has mine. ...read more
05/29/2020Google
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Bill Shepard
David Rae is an excellent financial planner. He has been in business 17 years and is extremely knowledgeable, professional, and friendly. HIGHLY recom...read more
03/30/2020Google
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Karl Brook
David Rae is a financial planning powerhouse. He is on the cutting edge of his industry and he keeps himself well-versed on tax planning needs and a w...read more
12/12/2018Google
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Mellissa Tong
10/19/2018Google
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Bee T.
David's the best! I transferred an inheritance and my own 401k from one of the mega-financial houses. David knows his stuff, is accessible and has ha...read more
06/20/2018Google
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Anne Block
I began working with David over a decade ago. Together we weathered the financial storms of 2008 and my account not only recovered, it thrived. Now, d...read more
08/09/2017Google
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Diana K
Couldnt be in better hands. He's a CFP and very knowledgeable. Has helped us meet our home ownership and retirement goals
08/06/2017Google
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jessica mcintyre
David is knowledgeable and professional. He makes you feel comfortable sharing all your financial concerns!
08/04/2017Google
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More Near Me

This business has categorized themselves as Professional Services, Financial planner, Estate planning attorney, Financial consultant, Investment service, Stock broker and Tax consultant.
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Friday
08:00 AM - 05:00 PM Hours
Monday
09:00 AM - 05:00 PM
Tuesday
09:00 AM - 06:00 PM
Wednesday
09:00 AM - 06:00 PM
Thursday
09:00 AM - 06:00 PM
Friday
08:00 AM - 05:00 PM