History
After observing the challenges colleagues were having understanding their investment options as public school employees, David Hackett started helping his fellow teachers invest in the early 1980s. Dave continued to grow his financial advisory practice over the last thirty-five years with a reputation as a thoughtful investor and a no nonsense financial adviser. David's son, Cameron Hackett joined full-time in 2014 as a partner in the firm with expertise in the non-profit and ministry worlds. This father-son team works well together and continues to bring excellent service to a small clientele of savvy investors and life-long savers.
Specialties
Investing, Financial Advising, Retirement, Fee-Based, Insurance, Mutual Funds, ETF, 401k, Investment Accounts, Financial Consulting. By Appointment only. Free Consultations.