38th Street Financial combines a wide range of experience, knowledge and resources to provide quality financial strategies unique to each client. Utilizing a vast array of products and services, our firm provides tailored advice designed to meet each client's specific goals, desires and needs.

Incorporating experience, knowledge and continuing education enhances concentrated energies on each client’s unique desires and financial goals. Dave has obtained both the Chartered Financial Consultant and the Chartered Life Underwriter professional designations through the American College. Dave has earned a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania.


Our firm provides services for asset allocation strategies, both fee and non-fee based financial planning, annuities, life insurance, mutual funds, education planning, brokerage account services, and stock option strategies. We also incorporate an annual review process for our clients to revisit their plan yearly and adapt to their changing lifestyles.

Our philosophy is simple; we strive to provide world class financial planning and service for our clients and referrals.

 

 

(New clients accepted by referral only)