Managing Partner at PA Secure Retirement Solutions LLC
Doylestown, Pennsylvania
David Sargent, Managing Partner, is a licensed independent financial professional at PA Secure Retirement Solutions LLC in Doylestown, Pennsylvania with 31+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 215-740-2383
Email: [email protected]
Licensed Independent Financial Professional · 31+ Years Experience · SafeMoney Certified™
David Sargent is a Managing Partner at PA Secure Retirement Solutions LLC, serving clients in Doylestown, Pennsylvania and the greater Bucks County region. As a Safe Money Certified™ professional and Certified Financial Fiduciary, David brings over 31 years of experience in the financial services industry to help clients achieve financial security.
David graduated from Temple University in 1995 with a B.A. in Political Science-Pre-Law and has since devoted his career to retirement planning, investment management, and insurance planning. He specializes in developing financial strategies that help Pennsylvania clients create a reliable income stream they cannot outlive while working towards growing and protecting their investment portfolios.
PA Secure Retirement Solutions LLC is not owned by a bank, brokerage firm, or insurance company. This independence allows David to provide objective advice and do what he feels is best for each client. As a member of the National Ethics Association, David maintains the highest standards of professional conduct.
David has always believed in education and takes pride in helping his clients make well-informed decisions, enabling them to better understand and control their financial situations. His safe money approach is geared towards making retirement as stress-free as possible with a predictable income stream.
Contact David today to discuss your retirement planning needs in Doylestown, Pennsylvania and the surrounding Bucks County area.
Contact for service area information
No media available
No upcoming events
No recent updates
David Sargent at PA Secure Retirement Solutions LLC offers Fixed Annuities, Indexed Annuities, Life Insurance in Doylestown, Pennsylvania. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, David Sargent is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.