David G Meschel CPA, CFP

Jun 2026

I have been with Dave since my retirement in 2020.

He is fantastic to work with being thorough, timely and ethical. He asks questions that relate particularly to me and listens. I never feel I leave our calls without understanding everything we had covered. He answers all my questions about my portfolio thoroughly and with patience.

I would recommend Dave to anyone that is “in the market” for a financial planner

May 2026

Very appreciative of the guidance and genuine care Allen and this team provide for me! From the very start, I've felt empowered to trust them with what they manage for me, amplified by the information that's shared and grows my personal financial knowledge, skills, and confidence after each check-in and talk we have. Grateful for the help!

May 2026

I have worked with David Meschel for a couple of years now and I'm extremely pleased with the way my portfolio has performed (grown!) under his guidance. Not only does he have excellent insight, but he has also been able to provide explanations in terms that I can easily understand. The interactive portal he provides is very user-friendly and allows me to track my account and see how my portfolio is performing. He has turned my financial concerns into secure confidence. I have worked with other investment companies in the past, but I find David's knowledge and personality to be at the very top of the list. I would recommend David to anyone looking for expertise in financial...read full review