DAVID WEBSTER CPA, CFP

CONNECT

Address:

2505 Costa Drive
Galesburg, IL 61401

Phone:

(309) 344-1987,Mobile Phone: (309) 368-1799 (Forwards directly to answering / scheduling service during tax season)

Fax/Other:

Please call for fax #

My Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax Preparation with free Efile
  • Investments for IRAs, 401(k) Rollovers, 403(b) Plans, College, and general saving
  • Retirement strategies 
  • Estate Planning
  • Term Life Insurance and Annuity Products
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck