David C. Luck, CPA, CFP® is a fantastic firm described as professional, accurate, personable, time-sensitive, and knowledgeable. Clients highlight his great integrity, honesty, and genuine care, noting he puts his heart into every bit of advice. He provides thoughtful, direct, and no-nonsense guidance for both personal taxes and business needs, taking great care of tax returns and strategic planning. His expertise in disciplined wealth management and investing gives clients peace, helping their retirement dollars grow and securing their financial future. Many express being incredibly satisfied, recommending him highly for combining expertise with honesty and genuine investment in his clients' success.
Don’t let my user name fool you!
I prayed, thought, and studied about financial advisors for several years. I knew I wanted a financial advisor who was also a fiduciary, because, by law, a fiduciary must put your finances and investments above their own interests. I have been so pleased with the service Dave has given me, so far. As a single parent, I wanted to be sure my future was secure and my daughter was looked after later on. Dave has given me advice on investments and planning for our futures. He has prepared and filed my taxes for several years, a real weight off my shoulders. I’ve just retired and he is helping me prepare for my future with careful...read full review
I tried using one of those big corps to help me, but I got tired of getting a new CPA every year. I found David Luck and couldn't be happier. He has gone way above my expectations.
Does a great job for our business during the year. Takes great care of tax returns. Also, we are very thankful for helping and maintaining our financial future for retirement. So thankful for his knowledge with investing. Great seeing our retirement dollars grow and gives us such a peace.