AnnuityEducator.com-David Novak

David was such a pleasure to work with. He is a real professional and we will be doing more business with him. He takes the time to explain everything thoroughly and to answer all of our questions. No pressure at all. We are already receiving payments on our annuity.
Feb 19th, 2019

David was very professional, thoroughly reviewed all documents. Would highly recommend.
Sep 23rd, 2018

As a 70 yr old retired & successful businessman, I have much knowledge in this arena, as my son also is a highly regarded CFP, broker, etc., with all licenses to serve anyone's financial needs in all areas in So Carolina. David is extremely well versed, a professional advisor who guided me, caring about my needs only, not his, to a terrific vehicle for my annuity. Aside he's a very delightful, easy man to deal with, a great listener, with excellent follow up. I highly recommend him, period. Jeff F.
Dec 15th, 2017

I would recommend David Novak of First American Advisors with any financially needs but his expertise is annuities. Our previous financial advisors sold me an annuity with little or no advice. He used the explanation of "trust me". My bad! Once I realized the importance of insuring my investments as part of my portfolio I solicited a number of annuity brokers. David was our expert. He came to our house and offered a number of types of annuities fully explaining the choices. Again, I fully recommend David and First American Advisors.
Sep 12th, 2017

Upon approaching retirement, my wife and I began looking at several options for retirement investing. One scheme we were attracted to were fixed indexed annuities (FIA) for part of our investment portfolio. Our primary attraction to FIA was the protection from significant market downturns while still participating in some of the up-side. I spent several months researching many FIA alternatives, including 11 different programs from 8 different broker/dealers. One of my inquiries was to David Novak with First American Advisors. David was very quick to find a product offered by a highly rated insurance company that meet our investment requirements. We bought two FIA policies through David; one each for my wife and myself. We have been very pleased with the level of knowledge, professionalism, and experience that we received from David. We highly recommend his services.
Sep 8th, 2017