David Turcott

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategies

About

David Turcott is a financial consultant based in Scottsdale, Arizona, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. David employs a thorough discovery process to understand the specific situations of high net worth individuals, families, corporate executives, and businesses. His services include investment management and insurance strategies, aimed at growing and protecting client assets.

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