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David Braun Financial & Insurance Services, Inc. is an independentfinancial advisory firm serving clients throughout Southern California. The firm provides financial planning for retirement income incorporating investment strategies and insurance strategies.
400 N Mountain Ave #202, Upland, CA, 91786, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
David Braun and his staff have been a lifesaver for us! They are professional, available for any questions and concerns, and most of all, they have integrity. We feel lucky to know them!
Retirement was quickly approaching, and we didn’t have any knowledge of how to plan for this big change in our lives. We were overwhelmed and unsure of how to make our assets last through our retirement years. We attended several free seminars aimed at educating about the importance of retirement planning. We were lucky to attend a presentation by David Braun. Information was presented over two meetings and Mark, the presenter provided a wealth of information on many areas of retirement that we hadn’t considered. We were imp... read more
i have worked with David for over one year now. he and his staff are very professional yet they really make you feel like family. David does his homework before making any recommendation.and best of all he is always available. you will never feel ignored.
I first met David in 2009 after experiencing the rise of my 1985 IRA and the subsequent fall of 77.5 % in 2002 & also experienced a rise and fall in my non qualified IRA in 2009. in 2010 David met with me and showed me how to not only protect my retirement account but also how to take advantage of the compounding metric of time. I am so happy i met him at 59 his program protected my retirement and I am happy to report even though i got "retired" at 63 years of age I am using the time to my advantage in a protected retirement... read more
David Braun Financial & Insurance Services, Inc has a 5 star rating with 10 reviews.
David Braun Financial & Insurance Services, Inc is open now. It will close at 5:00 p.m.
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