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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I treat every new potential client the same, with the same respect. My goal is that every person that meets with me learns something about personal finance and how to improve their individual situation.
There is no charge to meet with me. I also provide a complimentary Financial Needs Analysis to all of my potential clients. It gives the client a financial game plan in all areas of personal finance: debt, investments, and protection.
I love being able to educate people about how money works. I also help individuals and families understand and better manage all aspects of their personal finances.
Overview
Serves Toledo, OH
Background checked
License verified
6 employees
49 years in business
Business hours
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Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
1 review
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Rosanne N.
Feb 1, 2022
Dave is always very informative, returns calls promptly and is very easy to talk with.
Credentials
License
License type: Investment Adviser Representative
License state: OH
License verified on 5/12/2026
Background Check
David Dittman
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We do not charge any consulting or advising fees to our clients. We are paid by the financial companies whose products and services we use.
What is your typical process for working with a new customer?
I have initial meeting with my potential client to discuss their needs and goals. From that meeting, I provide a customized and complimentary Financial Needs Analysis which serves as a plan for developing a strategy for each client.
What education and/or training do you have that relates to your work?
We are required to attend annual compliance training from our company, as well as, a certain number of hours of continuing education to keep both our insurance and investment licenses.
