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DB

David A. Burd

Managing Director at TGS Financial Advisors and 1 other company
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David knows that getting people to talk about what’s important to them is key to his work as an advisor. He pursues conversation that allows him to know his clients better and keep up with the changes in their lives.

He enjoys working with families and is an expert in wealth planning across generations. In some instances, he’s advised three generations of the same family.

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  • The only thing that money buys you is the ability to do all the things you want to do.

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