My Husband Larry and I have known Dave now for several years. Dave is funny, smart, kind, and compassionate to his clients. Whether he’s helping them draw up a will or invest in their future he’s top notch. We are thankful to have met him and wish him continued success.
My late husband and I first met Dave when he did a seminar in Fallon. We met with Dave and moved our CD’s into annuities. The annuities brought us greater returns, and I thank Dave for leading us in the right direction. I look forward to our annual review appointments where Dave explains everything to me in great detail, which I appreciate. I enjoy speaking to him, and look forward to it every year.
Dave Mello has been my financial advisor for about 10 years and now I have not a single complaint. What drew me to Dave, was that he is a very personable individual. When I met Dave, I wanted my IRA out of Stock Market harm and to create an investment for my granddaughter’s future education. He did just that and I am very grateful. Dave has also helped me over the years with Medicare Supplemental Insurance, which can sometimes be a big challenge. Thanks Dave!
Dave treats all of his clients including myself as if we were all family. I feel as though Dave has gone above and beyond to be very helpful. One of Dave’s great strengths is his knowledge. He’s always made himself accessible to assist me with all of my financial questions. The ease of making himself accessible has been very helpful. What I appreciate most is how he has set up my investments to be passed along to my children.
I was referred to Dave by my dear friend Elaine who has been a long time client of Dave’s. Dave has now been a long tome financial advisor for me as well. Now that I am in my 80’s Dave has assisted me in learning more about independent and assisted living communities. I trust Dave is assisting me with my investments. He has kept my money safe from Stock Market losses while I have earned 5% or more per year. I trust Dave and recommend him highly. He has been a joy to work with.
Dave and I have been good friends for many years. When Dave first brought to my attention we should do business together, I was a little skeptical. After listening to his broad knowledge of Medicare and Medicare Supplemental Insurance, I decided I had been won over. I am glad I decided to do business with Dave and am even more happy that I have no out of pocket medical costs per year. Thank you Dave!
Dave has been easy to approach, prompt in his responses to questions and knowledgeable about his products. I can and do unreservedly endorse Dave and his services.
We met Dave about 3 years ago after many friends in our Del Webb community had highly recommended him. He has been a great help in setting up a Living Trust and advising us on our 401k options. Dave is very trustworthy and makes us feel comfortable and confident. We appreciate his ability to communicate in a way that is easily understood.
Upon moving to Somersett 7 years ago, my neighbors encouraged me to see Dave. He has been my financial advisor since meeting him, and has kept my IRA’s safe from Stock Market risk with what I consider very fair gains. I’ve referred several of my neighbors to Dave and I am grateful to have Dave as my financial advisor.
Dave became my Medicare Supplemental Insurance agent in December 2013. He kept me on the same Medicare Plan F however changed insurance companies, which gave me a savings of over $1,700.00 per year. Naturally when my wife needed insurance, I sent her to see Dave. I’d recommend you schedule an appointment with Dave to evaluate your insurance costs. You might find as I did the saving may be significant. Thank you Dave for putting $1,700.00 back in my pocket!