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Friendly and Independent
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I was referred to David Kanani by a friend and I was immediately impressed! He is professional and really listens. What I love most is that he is independent. I'm tired of advisors who recommend what's in their best interests, instead of mine. I wanted someone who would listen to my situation and make a recommendation on what I needed, not what was "hot" or what they needed to sell. If an advisor only works with one company how can they be unbiased? David and his wonderful staff spent the time needed to find out what made me feel secure and helped me get there. They put together a balanced financial portfolio with a wide range of companies that will provide for my needs in good times or bad, whatever may come - and I'm grateful.
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