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
September 2024
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
September 2024
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
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