About Discovery Financial
Reviews for Discovery Financial
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
Discovery Financial is a locally owned and operated business that has been providing fiduciary-based financial planning and wealth management services since 1992. They offer a range of services including IRAs, 401ks, 529s, Roths, and CDs, with securities and advisory services provided through LPL Financial. Clients have consistently praised the team at Discovery Financial, particularly highlighting the personalized attention and care they receive. Many have been clients since the 1990s and appreciate the dedication of the staff, especially David, who ensures that their financial needs are met promptly. New clients often come through recommendations and are pleased with the comprehensive financial reviews and strategies provided. Discovery Financial is recognized for its ability to create tailored financial plans that not only focus on retirement investments but also help reduce tax burdens and secure comfortable retirement cash flows. Clients feel reassured knowing their portfolios are well managed and that they have a reliable partner in their financial journey. The team’s combination of expertise and kindness sets them apart, making them a trusted choice for those looking to invest safely while achieving growth.
We’ve been with Discovery since the 1990s and always feel they have only our best interests in mind. First Doug for decades and now primarily David make sure we are informed and respond to our needs immediately. We never hesitate to recommend DFC to our friends and family as we know they be can be trusted to do the best job possible.
S & C Anderson
Years ago I met with David after being recommended by a friend and so glad that I did. David initially spent an afternoon with me to comprehensively review my financial situation. I had gone through Dave Ramsey’s Financial Peace University a year before and was looking to make sure that he lined up with that and he absolutely did! I then kept in touch with him over a year or so and he freely helped me as needed. Eventually I moved my finances under Discovery Financial (DF) and have never looked back. I have now enjoyed the safe and secure feeling that my portfolio is well taken care of! The team at DF is always there for me and I really appreciate the services that...read full review
I have worked with David Ritter and company for several years. I initially utilized Discovery Financial for my retirement investments; they did such a wonderful job I now have a comprehensive financial plan, reduced tax outlays, and a path to very comfortable retirement cash flows to replace my work income. In regard to financial advising and investments David and the entire team at Discovery Financial do an absolutely terrific job. The team tailors each and every individual needs and is refreshing to have a “big bank feel” but with the kindness and specialized attention that are often overlooked at other companies. I feel so fortunate to have met David, I would...read full review