investment planning

My wife and I have been clients of David Gorveatte for over 12 years. We soon realized that we chose the right financial advisor to help us manage our investments. David offered us more than we expected by providing us with knowledgeable information and advice to any of our questions including, how to develop a sound financial strategy to meet our present and future needs.

David has always treated us as if we were his most important clients. Even though many of David’s clients have a much greater net worth, he has always provided time to meet at his or our request, to provide updates on new developments in the financial world and provide answers and advice to our questions.

David is highly knowledgeable in many financial fields and has always provided us with ethical and sound financial investment advice, recommendations and strategies, to best meet our evolving needs.

David’s investment advice has served us well. Our investments have progressed steadily to our total satisfaction.

We would highly recommend David as a personal financial advisor.

John & Sylvia Cormier

I have been dealing with financial advisors for about 45 years. In the list of advisors, David would be at the top. Recently, I was reviewing my investment results and I told my partner that nobody over those years came close to getting the returns like David has for me. Obviously, David has a plan that works. Consistently works. He does not sit idle waiting for “something” to happen in the markets. He is very proactive and I and others have reaped the rewards of his knowledge and dedication. In addition to being a great financial advisor, David is an excellent teacher. He takes the time and interest to educate his clients on both investment and personal matters. I highly recommend David as a professional, competent and caring advisor.

We have known David for 14 years and worked with him in various settings with charitable endeavors. He has a good reputation in the community and has helped people we know charitably, in handling some of their financial difficulties. We are impressed with his wisdom, integrity, and his caring heart in serving and helping people. Personally it has been of great benefit to us in showing us and our grown children how to work with our limited resources. We feel very confident that he and his team are the very best in making our money work for us. Beyond investments he has helped us with other resources and advice that has benefited us. Navigating legal questions pertaining to the government is a challenge that he has extensive knowledge about. We have found him to be knowledgeable in a wide number of areas like taxes. He loves his work and that is evident in the time he spends with us and his availability. He is sensitive to our particular needs and is a good teacher in helping us understand an all-encompassing picture of how to handle finances. We are thankful for his help and recommend him and his team for the excellent work they do.

The smartest move I ever made financially was signing on with David Gorveatte. The deep financial knowledge that he brings is is only one small part of the benefits he offers his clients. For David, "know your client" is much more than a regulatory requirement. He genuinely cares about his clients' concerns and goes out of his way to find solutions. The advice he has given me has helped me manage my financial affairs far more efficiently and placed me in a much better situation than I had ever expected as I approach retirement. That's the business side of things, but what I value equally highly is the personal interest David has shown in helping with family goals, which has helped me in numerous ways over the years. I regard him not just as a financial advisor, but someone I am proud to call a friend. I cannot recommend him highly enough.

Dave has been our financial advisor for the past 11 years. During this time, he has guided us both through the retirement process. He listens, educates, is knowledgeable, available and timely in his actions. Dave makes adjustments to our portfolio to protect our investments as required. He is open to discussing all aspects of our financial well-being which is appreciated. Dave has the ability to explain matters in a fashion the lay person can understand. He is also supported by a very knowledgeable staff who can be contacted any time for assistance with details. For the reasons listed, we would consider Dave to be a model financial advisor.

David has been my financial manager for 15+ years, he had managed my fathers investments for approx 30 years, he has always been there with good sound advice and planning. As well, he arranged my fathers affairs in such a manner that when he passed away a huge burden was removed from the family, the planning he did made running the gambit of legal and financial issues much less difficult at a very difficult time. David has provided me with much more then financial advice, his method is to provide assistance and guidance for your whole financial life, and he has become a trusted friend in the process. I have recommended David's services to a number of people and would not hesitate to do so again.