Dave Quaglia has been working as a financial professional since 1994. During his illustrious 25+year career, he has gained the kind of breadth and depth of knowledge that comes from a diversity of experience, which has included working for NYLIFE Securities, Prudential Securities and more recently, Mass Mutual. Dave began his career as a NASDAQ Market Maker Specialist on the Chicago Stock Exchange.
In addition to knowledge and experience, Dave’s key to success is the personalized approach he takes in assisting clients with a broad range of services, from retirement planning to wealth accumulation strategies. Dave believes it’s not how much one accumulates for retirement that counts. Rather, it is how much spendable income one’s assets can generate in the Golden Years. In short, Dave believes every retiree should have a “pay” check and a “play” check.
Dave begins the process of helping clients by gathering relevant information to assess their present financial position and establish their priorities and objectives. He then works with them to develop sound strategies to provide for their current needs and long-term goals. Committed to building long-term relationships, he monitors his clients’ strategies on a regular basis to determine if they are accomplishing their desires or if adjustments need to be made.
Dave’s services have led to a loyal clientele. His practice continues to flourish, thanks to clients recommending him to friends, family members and business associates.
Dave currently resides is Schererville, IN with his fiancé, Heidi. His daughter attends Indiana University, studying to be a physician. When not working with his clients he loves cooking and playing golf.