First American Advisors, Inc - AnnuityEducator.com-David Novak

Category:	Business to Business Service
Address:	17595 Harvard Ave, Irvine, CA 92614
Phone:	+1 949-398-2200
Site:	firstamericanadvisors.com
Rating:	5
Working:	9AM–5PM 9AM–5PM 9AM–5PM 9AM–5PM 9AM–5PM Closed Closed

Location

Photos 10

Reviews 18

Doug Smith

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.

Ella Frumkin

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.

Bill Grimm

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.

Joel Feldman

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.

Burt Hixson

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.

Alex Nodopaka

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

Valeri Zverev

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.

Debby S

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.

Lynne Cerecedes

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!

Don Brier

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!

Brian Cohen

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.

Gary Sawyer

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.

Ralph Tardugno

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!

Rachel Breuer

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.

Rich Dawson

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!!!

Samir Soliman

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

Jim Parker

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

Ed Mogilski

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