Dave Kennon is a real professional who understands not only his area of expertise but also the needs of someone who is approaching retirement and concerned about what their life will be like when they do. Very insightful and helpful.
Dave is a true professional. He's honest, experienced and trustworthy. No fluff, a real straight shooter.
I am grateful to have professionals like Dave Kennon. He cares about his clients and works hard to provide them with safety and reassurance for their future. He is professional and kind, and I would recommend him to anyone seeking to plan for the future.
David Kennon gives a healthy and holistic view of retirement planning. It is refreshing and so different from the doom and gloom of many other advisors. Plus, it just plain makes sense.If you are investigating potential financial advisors you really need to put him on your list of financial advisors to interview. It will be well worth your time and effort.
Poor communication and organization. It will take you twice as long to go through these guys... and at the end your paper work will still be wrong! Highly disappointed in the quality of service. Two stars, because, at some point I was eventually able to close...
If anyone is looking to refinance their home as I did, or obtain a mortgage I recommend this company. I found this company by chance doing some internet research and was just about to close on a HARP 2.0 loan from Q Loans and cancelled my closing. I saved myself thousands of dollars with no out of pocket expense as opposed to the Q company. I worked with a gentleman named Michael Papish as well as Cheryl and Ron who were very professional and prompt with any calls I had. I did everything over the internet until closing when I visited our local realtor/ notary. I have a good friend who is also in the mortgage business with Bank of A and as with the company of my original loan, Wells F, who were not offering HARP loans. The bottom line, I saved lots of money with a fantastic interest rate, my experience was five stars, and you should call them before you commit to a home loan.