– Thank you for your interest in connecting with David
We look forward to connecting with you. Learn how to contact us by phone or email below. In addition, you can schedule an appointment at your convenience through our Calendly app.
Make sure to check out the Frequently Asked Questions page to review answers to a variety of commonly asked questions.
David Mersereau is focused on meeting the financial and retirement needs of others through implementing financial strategies, coordinating estate planning, securing college funding and guaranteeing your insurance needs are met.
