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ELDERS FINANCIAL LLC

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References 1-866-300-0659

Member Dallas/North Texas Better Business Bureau
(A+ Rated)

David Winer is the President and principal planner at Elders Financial LLC. David entered the field of financial services in 1988. He has an undergraduate degree in Sociology and an MBA in Marketing and Finance.

David has more than 21 years insurance, 15 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.

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Elders
Financial LLC

Email Address:
davidwiner@aol.com

Mail Address:
4125 Stanton Blvd
Plano, TX 75093

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Dallas/North Texas Better Business Bureau Report:

CLICK HERE

Texas Department of Insurance Status: CLICK HERE

In Agent Search put David in First Name and Winer in Last Name

Texas Comptroller of Public Accounts Status: CLICK HERE

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