Entry Detail

    Review and Rating

    Reviewed by 2016Review
    On 28-Jan-2017
    Subject:  David Baum (financial planner) reviews?
    Comment:  David is a great guy and I highly recommend him. We use him and like him very much. He gave us some very good advice and has helped us over the years with different things.You have to sit down with him once or twice in the beginning to go over your current status, your goals, plans and hopes, which also helps for you to get a good understanding of where you stand and what you want.
    Reviewed by Administrator
    On 30-Dec-2013
    Subject:   Back Re: ISO: financial planner
    Comment:  David Baum at Edward Jones (7th Ave, 9th Street) was recommended to us. We're just starting out with him, but so far so good.