Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa Claim this business
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Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa is a consultant located in Yucaipa. They offer finance and service services. Rated 5 stars from 11 Google reviews.
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- Address222 E Olive Ave Ste. 1, Redlands, CA 92373, USA, Yucaipa
- Phone(909) 790-8005
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Reviews
I have known and worked with David For 20+ years. He has done a great job managing my retirement funds and setting me up for success. He is personable and caring, understanding my lifestyle and making recommendations accordingly. I highly recommend him.
David has chosen and managed our investments and life insurance needs for 25 years. It is such a comfort to have someone we can trust 100%. His advice has always been spot on and he is a steady voice when the markets make me want to panic a bit. I know that our account is small compared to most of his accounts but he treats us like we are his most important…which, I am sure every client would say the same! Absolutely don’t know what we would do without him!
David has provided us with exceptional service as new clients. He is very informative, honest, and has great patience for those of us that ask a lot of questions. We feel very comfortable and confident that he will serve our best interests.
David Massongill has been my financial planner for decades. He’s warm, personable, honest, trustworthy and extremely well versed in financial matters. I hold him in high regard and wholeheartedly recommend him.
I’ve known David for over 25 years and throughout all those years he has always been a very honest, trustworthy and dependable individual. I am now in a financial position in my life in which I need guidance, expertise and experience; David is my choice to help me reach my future financial goals. He is very professional in his dealings with clients and is an expert in his field. I would highly recommend him to family, friends and those seeking expert financial advice.