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David Serves The Gallatin, TX Area As A Independent Insurance Agent

Local Independent Agent
David Newbill CFP® , CPA - Local Independent Insurance Agent

Flint, MI 48532

David Newbill CFP® , CPA

LIFE | MEDICARE | ANNUITIES

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Languages: English

Need help with your insurance?
Call me at the number below for help today!

(810) 239-8825
Insurance Services Offered

  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Disability Insurance

  • Medicare Supplement (Medigap)
  • Medicare Advantage
Hours
Mon 09:00 AM - 05:00 PM
Tue 09:00 AM - 05:00 PM
Wed 09:00 AM - 05:00 PM
Thu 09:00 AM - 05:00 PM
Fri 09:00 AM - 12:00 PM
Sat Closed
Sun Closed
Extra Services Offered
Medicare Supplement and Medicare Advantage
Location

Flint, MI 48532

About David Newbill CFP® , CPA

RWS Retirement & Wealth Strategies
David has been working with individuals and businesses in the area for 23 years. He has extensive personal and professional experience. He holds the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP® ) professional designations, and is qualified and licensed to sell a variety of investment and insurance products. David specializes in the formation of your individual financial plan using your current financial position and helping you establish goals for retirement. He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with David is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future. He looks forward to helping you pursue your financial goals.
Personal Insurance Coverages Offered

  • An an independent insurance agent, I am here to help you find the best life insurance to protect your loved ones, and I can also guide you in choosing an annuity—a product that provides guaranteed periodic payments in return for your initial investment.

  • As an independent agent, I can assist seniors in exploring Medicare insurance plan options, including Medicare Supplements and Medicare Advantage plans that offer additional benefits.

View All Insurance Coverages

Insurance Services Offered By David

As an independent insurance agent, David isn't limited to just one company like a captive agent. Instead, the agent partners with multiple providers, allowing them to shop around and find the best policy to fit each client's needs.

Helping Consumers With Insurance In These States
Michigan Texas Arizona
Life & Annuities Coverages
Life Insurance Annuities Long Term Care Insurance Disability Insurance
Medicare Coverages
Medicare Supplement (Medigap) Medicare Advantage

David Newbill CFP® , CPA Reviews

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Get An Instant Quote From David

David offers quote engines that allow clients to quickly get an estimated cost for their policies. Check out the quote engines below to see if the coverage you're looking for is available for an instant quote today!

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