ELDERS FINANCIAL LLC
Receive Best Rates & Pay Less Tax
References 1-866-300-0659
David has more than 23 years insurance, 16 years retirement planning, and seven years securities experience. He completed Certified Financial Planning courses at PDI Institute, Dallas, Texas.
Since 1994, David
has focused on providing a financially conservative, reduced risk
approach to his clients. Emphasis is given to investment safety,
liquidity, and potential tax reduction. David was born and raised in
Wisconsin, and has made his home in Plano, Texas with wife and family since 1981.
Elders
Financial LLC
Financial LLC
Email Address:
davidwiner@aol.com
Mail Address:
4125 Stanton Blvd
Plano, TX 75093
All products are provided by A. M. Best, highly rated insurance companies. Product features, endorsements, issue ages or riders may not be available in all jurisdictions. Limitations or restrictions may apply. Before purchasing or considering any policy, you should obtain competent tax and legal advice as to suitability of the product in question. Insurance products are not FDIC/NCUA Insured, not deposit of a bank, not insured by the Federal Government
TX Ins. Lic. # 817209
4125 Stanton Blvd
Plano, TX 75093
All products are provided by A. M. Best, highly rated insurance companies. Product features, endorsements, issue ages or riders may not be available in all jurisdictions. Limitations or restrictions may apply. Before purchasing or considering any policy, you should obtain competent tax and legal advice as to suitability of the product in question. Insurance products are not FDIC/NCUA Insured, not deposit of a bank, not insured by the Federal Government
TX Ins. Lic. # 817209
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Texas Department of Insurance Status: CLICK HERE
In Agent Search put David in First Name and Winer in Last Name
Testimonials:
We are getting up there in years, and had wanted to make some changes for quite some time. The problem was who to turn to; who has the expertise; who can we trust? We are pleased to say we invited David Winer into our home. Working with us and our son, he provided and executed a comprehensive plan that addressed both our financial and legal needs. We found David to be easy to understand, well-informed, concerned, and available when needed.
A. Affek & C. Affek
Rowlett, Texas
For a long time we knew we needed to do something. Working with David and Elders Financial was a good decision. We are now very comfortable about our financial situation and the way things stand for each other and our kids.
D. Stricklin & M. Stricklin
Sachse, Texas
A. Affek & C. Affek
Rowlett, Texas
For a long time we knew we needed to do something. Working with David and Elders Financial was a good decision. We are now very comfortable about our financial situation and the way things stand for each other and our kids.
D. Stricklin & M. Stricklin
Sachse, Texas
