1st Step Financial 398 Washington Street, Bath, ME 04530

"My fiancé and I met Dave when my mother passed away and we needed to find a local notary. Dave was extremely responsive and personable. We were invited to come inside his house and ended up chatting with him for a while that night after having the paperwork notarized. Dave was very sweet and kind to my fiancé and I and made us feel as if we had a new friend. He also mentioned he is an officiant for weddings and we knew we would be getting married soon so we kept him in mind. We later hired Dave for our wedding and he came an officiated it! Dave was the same amazing sweet person up in front of our group of 65 family and friends and read a custom script with ease. Dave is an extremely knowledgeable, kind, and cool person! I highly recommend him for any officiant, notary, or financial needs."

"I've been dealing with Dave for more than twenty years. He has done a great professional job in constructing a solid retirement plan for me and my wife. I recommend him without reservation."

"I’m enjoying working with Dave on setting up my financial investments. Coming up on a year this far. It has taken far too long for me to find a competent investment person, here’s to hoping that problem is solved. My experience with Dave has been most enjoyable with both of us also having a passion for building and flying planes. I’m looking forward to seeing my investments grow into some sort of financial security as I reach retirement age. Trust is the biggest hurdle with this stuff. I believe Dave to be a trustworthy adviser."

"Dave Beemer at First Step Financial has continuously displayed his insight and expertise throughout our working relationship over many years. He is a trusted resource for me and his guidance is always significant when making future financial decisions. I highly recommend Dave to others in need of financial planning services."

"Dave is passionate about helping people. He has decades of experience that he loves to share. Well worth your time to understand how he can solve your problems"