Estate Preservation Agency

"Dave Schroeder of EPA is good at explaining how investments work and how they fit into my investment strategy and goals. He is very good at "drawing pictures" in a way that allows me to understand how and why placement of my assets makes sense. It helps me be comfortable enjoying some of the money I have worked to accumulate without fear of running out."

"Dave Schroeder has been a great agent for all of our health insurance needs. He is proactive in suggesting ideas that will benefit our family as well as save us some money. I would highly recommend him and his agency."

"I have had the pleasure of working with David Schroeder for all of my personal investments, and I can confidently say that he is not only an exceptional financial investor but also someone who genuinely cares about his clients on a personal level. His extensive knowledge of the market is truly impressive, and he goes above and beyond to ensure that I am well-informed and comfortable with all investment decisions. What sets him apart is the time and attention he dedicates to me as a client. He takes the time to understand my financial goals, patiently answers all questions, and provides valuable insights that make the investment process transparent and accessible. Moreover, his track record speaks volumes. The investments recommended by Dave consistently perform exceptionally well. This level of success is a testament to his expertise and strategic approach to financial management. In a world where financial decisions can be overwhelming, having Dave by my side instills confidence and trust. I highly recommend him to anyone seeking a dedicated, knowledgeable, and successful financial investor."

"Dave has been a wonderful advisor to many family members and friends for years. He is always willing to take time to help and to ensure that everything we discuss is fully understood. I have recommended him many times and will continue to do so. Support staff is also consistently top notch."

"I recently purchased a policy through Dave, and I couldn't be happier with the outstanding service provide. From the very beginning, he went above and beyond to assist me with all the intricate details. His knowledge and expertise were evident as he guided me through the entire process, patiently addressing all my questions and concerns. What stood out the most was his dedication to ensuring that I fully understood the policy and its benefits. This level of transparency and professionalism made the entire experience smooth and stress-free. I highly commend Dave and his team at EPA for thier exceptional customer service. It's evident that he genuinely cares about his clients and takes pride in delivering top-notch assistance. I wholeheartedly recommend him to anyone seeking a reliable and knowledgeable insurance professional. Thank you for your outstanding support!"