David Schlossberg is a Senior Partner at Assured Concepts Group, Ltd.. He possess expertise in retirement planning, strategic financial planning, retirement, finance, investments and 34 more skills. Colleagues describe him as "David is an excellent Financial Advisor! He leverages over 20 years of experience, knowledge and wisdom in the Financial Management Industry to maximize profits while mitigating risk and tax burden for his clients. Most importantly, David is trustworthy. In my experience, when looking for a Financial Advisor, trust should be at the top of the list." and "David is a great mentor. I started working for him right after high-school without any industry or work experience. Yet, he took the time to train and develop me to learn the most effective processes and technology to become a successful contributor of the ACG team. He allowed many opportunities to advance within the company. David is results driven and is extremely knowledgeable in what he does. He is a detailed-oriented person who knows his products, stays up to date with the market…
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Listed skills include Retirement Planning, Strategic Financial Planning, Retirement, Finance, and 35 others.
