David Cowee Email & Phone Number

As the founder and President of Pineywoods Financial with over 30 years of experience, David Cowee is a renowned leader in the financial services sector. Specializing in retirement planning, estate planning, and investments, he employs strategies to ensure confidence and comfort in his clients’ financial future. He is Series 65 licensed, an Investment Advisor Representative, and offers investment advisory services through SageGuard Investment Advisory Services. Appointed with various carriers, David also provides products such as life insurance, health insurance, Medicare supplement policies, long-term care insurance, fixed annuities, and indexed annuities. In addition to his roles as an Investment Advisor Representative, he is a highly sought after speaker and is known by his clients as the “safe money guy”.Outside of his profession, David is a Red Cross Shelter Coordinator, an elder at Fredonia Hill Baptist church, and has been married to his wife, Sheila for 33 years.Pineywoods Financial is a comprehensive firm committed to studying, learning, and applying strategies from the insurance and investment worlds that are tailored to maximize and protect clients’ hard earned nest eggs. While many advisors embrace the philosophy, “the higher the risk, the higher the reward”, David believes “it doesn’t matter what you make, it’s what you keep”. In today’s turbulent economy, it’s more important than ever to implement strategies to help protect retirement money. Through retirement planning, tax management, estate planning, risk management, and investment planning, Pineywoods Financial offers the perfect cocktail of tools to ensure your confidence and comfort in your retirement years.

Listed skills include Retirement Planning, Fixed Annuities, Retirement, Life Insurance, and 39 others.