Customer Reviews & Ratings
Review Posted 3/20/2012
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Friendly and Independent
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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Additional Business Information
Hours   Monday - Friday 8:30am - 5:00pm <br> Please call for an appointment (877) 829-9227 Phone   (949) 502-7001 Address   16510 Bake Parkway, Suite 100
Irvine, CA 92618
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Contact   David Kanani Other  
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