Client

Testimonials

David Munro has been handling our finances for about 30 years and we highly recommend him to our friends and family for the following reasons. David is the most knowledgeable person we’ve met regarding investments, taxes, and laws involved. Most importantly, he is trustworthy. His ethics and sense of responsibility to his clients are second to none and his advice is always in our best interest. If you’re looking for a trustworthy and knowledgeable personal financial consultant to help you with your financial goals, you cannot go wrong hiring David Munro. Thanks David.

 

– Ernie & Kathy Cavallin

 

Dave Munro is a very experienced and knowledgeable individual who works very hard to ensure that his clients reach their financial goals. Dave has been our advisor for many years and we cannot have asked for a better person to help us work towards our future. He takes the time to explain things and meets with his clients regularly, even in different cities, to make sure all goals are being met. Dave is very approachable and works together with you as a team to offer you the right advice at the right time.Thank you for all of your hard work and dedication Dave. We really appreciate it.

 

– Dr. Jon and Lindsay Smith