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Vice President / Investments
Meadville , PA
814-336-1108
Email
As a Financial Consultant, David Lipsitz offers his
clients a full range of investment products and services including stocks
and bonds, mutual funds, IRAs, annuities, CDs, portfolio management, financial
planning, retirement planning, estate planning, and more to both individuals
as well as businesses.
Mr. Lipsitz carefully reviews a client’s needs and then makes recommendations
based upon the client’s established goals and priorities. Because
of the many investment choices today, he researches individual equities,
mutual funds and other investment products to secure the right fit for
each client. David’s investment philosophy focuses on creating and
preserving wealth for his clients by developing an individualized investment
program.
Office:
Meadville, PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, financial planning, retirement
planning, estate planning.
Personal:
David received his Bachelor of Arts degree from Allegheny
College and served in the United States Air Force. Additionally, David
is a member of Temple Anshe Hesed and Lakeview County Club.
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David
J. Lipsitz