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Conner David L
- Financial Services
- Gastonia, NC
About this business
David L. Conner has over 25 years of experience in financial and estate planning and specializes in helping clients live and enjoy the lives they envision for themselves and their families. A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Political Science, David works with families and businesses throughout North Carolina and the Southeast developing strategies to enhance their financial position, achieve financial growth, and maximize retirement income and security. Da... read more
Location details
3302 S New Hope Rd, Gastonia, NC, 28056, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 12:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We attended a free no pressure seminar several weeks ago at Cramer Mtn. Country Club. We were so impressed by David’s knowledge & presentation explaining Social Security guidelines & different factors that affect how & when we choose to start withdrawals. Last week we met with David at his office to get some advice on our investments & annuities. Both of us were extremely impressed with his wealth of knowledge & excitement to help us understand the best way navigating our money wisely. Thank you so much for sharing.
My wife and I recently had a consultation with David for a 'financial tune-up.' We weren't quite sure that our investment plans were heading us in the right direction for our retirement years. David is extremely knowledgeable in taxes, Social Security, investment vehicles and strategies. He worked with us to get our financial numbers together and showed us where we were doing the right things, as well as where we could do better on others. During our time with David we never once felt that he didn't have our best interests a... read more
Frequently asked questions about Conner David L
How is Conner David L rated?
Conner David L has a 5 star rating with 2 reviews.
When is Conner David L open?
Conner David L is closed now. It will open tomorrow at 9:00 a.m.
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