To start up Delta Financial Services, David Tao has set the goal to lead a strong team of financial professionals and provide clients with financial planning, catering to individual needs. David is dedicated to leveraging all the resources available from a variety of carriers with good financial strength.
David worked as a Regional Vice President focusing on AIG's Financial Network life sales and closely worked with firms in Washington DC, Pasadena, San Jose, Houston, New Jersey and New York. As a Regional Vice President, David helped firm leaders and financial advisors understand the solutions and benefits that AIG can offer to their clients.
David worked as a Regional Vice President focusing on AIG's Financial Network life sales and closely worked with firms in Washington DC, Pasadena, San Jose, Houston, New Jersey and New York. As a Regional Vice President, David helped firm leaders and financial advisors understand the solutions and benefits that AIG can offer to their clients.
Services
Our agents with strong professional backgrounds, such as law and accounting, serve families and business owners with customized financial solutions. Apart from helping families with the goal of financial security and wealth transfer, the team is dedicated to providing business owners with tax deduction solutions, such as Defined Benefit Planning, Executive Bonus Planning, and Buy & Sell Planning.
Reviews (4)
Frank D. DiMatteo
May 07, 2021
Aj Bibergall
Jun 09, 2020
Titan Freight Lines
May 16, 2020
Nermin Isic
Nov 24, 2019
