Trilogy Financial Services

I have been working with David Rae for years....he helped me put together a financial plan, dealing with all my retirement accounts, helped me save from a home, helping make sure my family and I were properly covered with insurance. David is so great to deal with, very friendly every time I have a question, or need to make an adjustment. Beyond that I can't even start to say how amazing the returns on my investments have been. Sounds way better than any of my friend have been getting. He also made some adjustments to our insurance policies. Not only did we get more and better coverage, but our Life Insurance premiums dropped in HALF!!!! saving us tons of money. Check David out!!!