facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



DAVID HUGH ROOT

Title: Financial Services Executive


dhroot@mycoastalwealth.com

Office: (954) 473-4531

Fax: (954) 927-8500




Focus:  Insurance Strategies, Retirement Income Strategies, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Business Owners

Languages: English 


MY APPROACH

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it  to  be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and  businesses.  I can help you make good financial decisions while avoiding catastrophic ones by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.


SOLUTIONS THAT HAVE AN IMPACT

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

Disclosure:

 

CA Insurance License #0726727 | State of Domicile: FL 

I am licensed to sell insurance in: az, ca, co, de, fl, il, in, la, md, me, mi, mt, nc, nd, nj, nv, ny, oh, ok, pa, tn, tx, ut, va

I am licensed to sell securities in:az, ca, fl, va, pa, de, tx


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities

through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334. (954) 938-8800