David Desjardins Financial Advisor

Husband. Father of three. Veteran. Financial Advisor.

I help veterans, hardworking professionals, and their families build financial security through personalized strategies that foster stability, growth, and long-term success. My commitment is simple: serve with integrity, compassion, and a focus on helping clients achieve financial confidence at every stage of life.

Services Offered:

Financial Planning:       Goal-based planning

Investments:                    Mutual funds, ETFs, advisory accounts

Insurance:                         Life, Long-term Care, Disability, Annuities

Retirement:                      IRAs (Traditional & Roth), 401k Rollovers, SEP/SIMPLE

Education is part of what I do with clients on an individual basis, but I can also set up presentations and coordinate partners to come in a discuss specific topics as a group.