David Lukas Financial, David Lucas Financial

Dec 2023

My husband I were introduced to David Lucas by a friend. We were looking for an alternative to having all of our retirement finances in one "basket" but were not sure of how or what was available to us to achieve that goal. After meeting with David Lucas and his staff, we found a group who could meet all of our needs in a "one-shop" environment. David's philosophy was a holistic approach with our finances to help us make sure that our retirement was safe and successful. Although they have many clients, they made us feel like were the only ones. I would highly recommend setting up an appointment and finding out for yourself!

Feb 2023

Wow!! Talk about personal service detailed just for me and my life!I wasn’t sure which route to take with a lump sum that I just got as a result of my divorce being finalized..David Lukas walked me through all of the options and what I could expect if I chose A over B etc….He explained to me that he felt MY best option was to keep my money where it was… in the account that was actually being managed already by company where my ex-husband worked.Huh? Another local money management company here in the Maumelle area had offered to utilize all of the money and in 5 years I would be set for mailbox money, so why was David not advising that he could do the same thing?Because...read full review

Feb 2023

I have been with David & team for a year now. I couldn't be more satisfied. Always respond to any questions I have. Always give me options.I sleep well at night with them as my financial advisor & that's the ultimate compliment.