EXCELLENT
10 reviews on
Sheryl Taubin
2023-08-30
Assured Concepts Group has been so helpful and supportive, they have given me piece of mind and I am no longer in fear of my financial future. David and Tony are so knowledgeable, take their time to answer questions while giving the best options available for me to reach my financial goals. I trust them completely and would highly recommend them to anyone looking for people who are invested in you and your financial future.
Robert Dvorak
2023-08-23
Assured Concepts Group's David Schlossberg has been my financial advisor for the last 16 years. He is comprehensive, competent, and trustworthy.
Joni Barna
2023-08-14
We have worked with David for over 20 years, and he has consistently provided excellent guidance in all our financials needs. He has been proactive and very knowledgeable in all aspects of our financial plans.
Jim Rambert
2023-08-08
We have been with Assured Concepts for over 10 years and David and his staff have been able to inform and help us and our family retain and increase our retirement funds with lower taxes.
Michael Lerner
2023-08-04
As always, David you gave me all the info and advice I needed. We feel so lucky to have you as our advisor and friend!
Tony Polenzani
2023-08-04
I learned enough at David's seminar to know that I ought to have this man as my financial advisor. It's been 15 years and I'm glad I saw the light.
Theresa Naaf
2023-08-02
David Schlossberg has been my financial advisor for 8 years. He is knowledgeable, professional, caring, and trustworthy. He puts the client first and has always been there to answer any questions, clarify information, or suggest investments that would benefit me.
I highly recommend this group.
Nancy Alfonso
2023-06-24
Honest straightforward advice. No sales pressure. Highly recommended.
Jennifer Baier
2023-06-14
Assured Concepts is very trustworthy and has proven to us to be knowledgeable and reliable. I highly recommend them for any of your financial or retirement needs.
