Presentation on Map Reviews Nearby

AnnuityEducator.com-David Novak in Laguna Hills

5 (26) 24031 El Toro Rd Ste 304, Laguna Hills, CA 92653, United States

Categories

Insurance agency

Location on the map

Laguna Hills, Orange County, California, US

Phone: +1 949-600-7707
Site: http://annuityeducator.com/

Opening hours

Monday:8 AM–5 PM
Tuesday:8 AM–5 PM
Wednesday:8 AM–5 PM
Thursday:8 AM–5 PM
Friday:8 AM–5 PM
Saturday:9 AM–5 PM
Sunday:11 AM–4 PM

Edit info

Total reviews rating 5

26 Reviews for AnnuityEducator.com-David Novak 2024:

Review №1

2016-03-22 20:13:48

After shopping around I found out that the First American Advisors is an excellent source in case if you looking to open an annuity account. David Novak is a person you have to meet. It so easy to work with him. He makes me feel that I got most voluble and full information on existing annuities on the market. It was not my first experience with annuities and I choose to go with David. I am strongly recommended FAA to all my friends.

Review №2

2015-05-08 05:18:59

Ive been retired for many years now and uncertain about my financial future.Meeting David Novak was a gift from heaven for which I am so greatful.He took the mystery out of the annuity and made the way clear for the best investment particularly for my situation. He took the time to explain what I needed to know to make the best decision ...and he made the process effortless.I feel secure in the decisions made for my future and for my family thanks to Davids guidance. Thanks so much!

Review №3

2017-12-08 18:47:45

I would recommend David Novak of First American Advisors with any financially needs but his expertise is annuities. Our previous financial advisors sold me an annuity with little or no advice. He used the explanation of trust me. My bad! Once I realized the importance of insuring my investments as part of my portfolio I solicited a number of annuity brokers. David was our expert. He came to our house and offered a number of types of annuities fully explaining the choices. Again, I fully recommend David and First American Advisors.

Review №4

2014-06-11 23:15:24

I was in their office recently waiting for a meeting and just happened to be there when another husband and wife arrived for their own appointment. WOW - talk about happy customers! I got an unexpected opportunity to hear from a long term client how much they liked the service and knowledge they had received from working with David at First American.Annuities are complicated. One mistake can have dire consequences. David is very knowledgeable on the options - he studies and specializes in this area and as a result - has information I could never amass on my own. And I like the fact he offers free consultations - set an appointment with him and youll see for yourself. Maggie works at the front desk and was also VERY helpful.

Review №5

2017-03-01 19:37:04

David has been a great help in providing the information that I needed to evaluate my retirement plans, and following the review to obtain the annuity product that best fit our familys needs; and further, becoming a friend in the process. He survived my intense review, maintaining a professional yet friendly attitude, and I highly recommend working with him!

Review №6

2017-03-14 15:37:43

As a 70 yr old retired & successful businessman, I have much knowledge in this arena, as my son also is a highly regarded CFP, broker, etc., with all licenses to serve anyones financial needs in all areas in So Carolina. David is extremely well versed, a professional advisor who guided me, caring about my needs only, not his, to a terrific vehicle for my annuity. Aside hes a very delightful, easy man to deal with, a great listener, with excellent follow up. I highly recommend him, period. Jeff F.

Review №7

2015-09-16 05:09:25

After meeting with David, and having several more phone conversations, I realized that there was much more to Annuities than I fully understood. He took the time to explain everything in detail, and then helped me plan for a more structured retirement. I would recommend First American Advisors and David Novak if you have any questions about annuities.

Review №8

2015-05-08 17:28:08

David did a great job guiding us through the process of getting our finances in order for retirement. He explained everything so that we understood all of our options. He made the whole thing easy and enjoyable.Great job David!

Review №9

2014-07-10 21:39:57

After searching for the highest return on an annuity product my wife and I decided on First American Advisors and David Novak as the person to help us through the maze of finding the right product for us. David was able to use his database of annuity products to match up our needs with a life insurance company in Texas. Previously we were a customer of a large national investment company that sold us a variable annuity product that unfortunately had very high annual fees with only an average yearly payout. David was able to find several interesting annuity products, but one in particular interested us. We are now delighted clients of David and we own a great annuity product that has far lower annual fees, and a substantially higher annual payout. The difference is great.

Review №10

2014-07-11 20:52:20

Dear David,My wife and I were new to understanding annuities until we met David Novak of Annuities Educator. All in all it was a complex affair like everything else is in life until the process was thoroughly explained by Mr. Novak.We vouch our reputations that David is fully qualified to orchestrate your money and give you his best recommendation to suit your purpose. We invested the first portion of our assets and look forward to investing our second round!In Friendship,Alex & Gerri

Review №11

2015-11-23 19:30:23

As we prepared for retirement, we were constantly advised to make sure we diversified our assets. One potential area of investment was an annuity Thank God, we were able to find David Novak. As the AnnuityEducator, he patiently took the time to discuss the differences in type, return of investment, length before receiving funds, and how annuities would meld with our other retirement investments. Then David researched and found the best annuity for our situation. Now, after buying this annuity, in addition to our other investments, we feel confident and secure with oiur retirement future.

Review №12

2015-09-09 21:35:46

David Novak with First American Advisors was immensely helpful in providing my wife and I with information regarding annuties in his document entitled The Secret Truth about Annuities. Davids document explaining the various types of annuties, the terms associated with annuities, how annuties work and most importantly, showing where an annuity is benefical, was extremely enlightening and helpful. Davids access to all the companies that sell annuties and his ability to select the optimum annuity for our situation to provide the highest reliable payment on our principle with a top rated company gave us the assurance that we got the best annuity to meet our needs.

Review №13

2017-05-19 22:10:37

Upon approaching retirement, my wife and I began looking at several options for retirement investing. One scheme we were attracted to were fixed indexed annuities (FIA) for part of our investment portfolio. Our primary attraction to FIA was the protection from significant market downturns while still participating in some of the up-side.I spent several months researching many FIA alternatives, including 11 different programs from 8 different broker/dealers.One of my inquiries was to David Novak with First American Advisors. David was very quick to find a product offered by a highly rated insurance company that meet our investment requirements. We bought two FIA policies through David; one each for my wife and myself.We have been very pleased with the level of knowledge, professionalism, and experience that we received from David. We highly recommend his services.

Review №14

2014-09-11 20:04:00

My experience with David Novak was beyond all my expectations. I met a lot of advisors from top financial companies and none of them earned either my respect or my money. With David I felt comfortable as he was explaining everything in plain English showing illustrations, graphs and tables. I made an educated decision and put my money into flexible premium indexed annuities. Now I feel great, no matter what happens with the stock market I would not suffer the devastating losses of 2008 crash again. My money is earning around 7% tax deferred interest and I know I will be getting income for the rest of my life and my beneficiaries would get the residual value of my annuity account. It is win - win situation. I highly recommend First American Advisors, Inc. to all baby boomers like myself and younger generation as well. Just do it for your own peace of mind.

Review №15

2015-07-15 03:28:42

David is very responsive, knowledgeable,and attentive. He did a great job financially planning my future and he made the process seamless. He cares about his clients and always answers questions completely and thoroughly.

Review №16

2018-03-20 16:11:06

David was such a pleasure to work with. He is a real professional and we will be doing more business with him. He takes the time to explain everything thoroughly and to answer all of our questions. No pressure at all. We are already receiving payments on our annuity.

Review №17

2015-10-21 00:12:05

Now a year after investing in Annuities with First American Advisors my Wife and I are even more confident this was the best decision for this portion of our portfolios. We fully endorse and will be purchasing through David again!

Review №18

2015-08-27 20:30:54

For the first time found a guy who really knows the Annuity market and not stuck with rep ping one company, and one product, but many and can computer-search the best one for you. As there are now so many choices in the Annuity market and most CPA’s and accountant will tell you, they are not a good investment, they are so wrong, its because they don’t get a cut on it. Check it out, I can not find a better, guaranteed return for life than what David Novak found for me. I just started with him, and we will see how he continues. but so far very happy.

Review №19

2015-09-21 20:13:38

David did a great job. He explained annuities clearly, made sense of them and answered all questions. He made the process simple and was on time for appointments.David is a great guy!

Review №20

2014-07-08 23:27:09

David helped me research annuities and eventually buy one. He and his staff were insightful, helpful, and (perhaps most importantly) patient. I have recommended him to friends, and I expect to do so again.

Review №21

2015-10-05 17:07:22

David was most helpful in explaining the various retirement options. I recommend him to anyone who wants to receive broad based information. Way to go, David!!!

Review №22

2016-03-01 05:22:03

David Novak is very knowledgeable, works with only the top companies and can show you the most competitive options based on your goals.

Review №23

2015-11-07 00:49:31

David did a great job in helping me get this annuity and let me invest my money with no risk in the stock market.He explained everything in great details and was very helpful.

Review №24

2018-04-17 00:52:15

David was very professional, thoroughly reviewed all documents. Would highly recommend.

Review №25

2016-10-27 20:15:45

David is very knowledgeable and has an excellent Experience that help you and guide you to choose the right Annuity with a maximum benefit

Review №26

2015-09-16 00:18:49

Great working with David; All that are considering an annuity should give him a call.