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December 2023 by Felis Alpinis
Best performing safe harbor I've seen, and a very fun team!
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December 2023 by Melissa Serrano
Family fun with Leverage Planners! Wonka Time???
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December 2023 by Rui Edet
Leverage Planners is great to work with.
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December 2023 by Sylvia Timmerman
Fun time as usual.
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December 2023 by Glenda West
I had a great day with Leverage Planners, watching the new Wonka movie with my niece, nephew, and great nephew at the Cinemark Lincoln Square Cinemas. Thanks to the birthday boy Dave, I mean Willy Wonka, for the beautiful family experience. You made it possible for me to afford to take my family to a movie complete with popcorn and soda. You are the best! Who doesn’t love the guy who picks up the check? And don’t get me started on Sean’s pants. Happy Holidays to my Leverage Planners family!
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December 2023 by Jeff Jacobs
My wife and I thoroughly enjoyed the "Wonka" movie with our Leverage family this past Saturday. Your time and efforts to host this special event are much appreciated. Also, thank you Leverage Planning team for the care and efforts in guiding us financially through our transition to retirement and future wishes. We feel more knowledgeable, comfortable, confident and happy moving forward in this journey together with you.
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December 2023 by Shirley Lacy
I am still talking about the wonderful experience I had at the movies, hosted by Leverage Planners! On top of enjoying the movie, leverage Planners educated its members about another amazing opportunity that will increase our investments! Thank you leverage Planners for all you do for your clients ❤️
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December 2023 by Tek Chai
Thank you @LeveragePlanners for the wonderful afternoon of the Wonka movie at the Lincoln Square Cinemark in Bellevue on Dec. 16, 2023. The short movie production of the "Kami and the Golden Ticket" is both hilarious and educational.Also thank you for Leverage Planners tickets to the WHL of the Seattle Thunderbirds vs Brandon Wheat Kings at the accesso Showare in Kent, WA on Oct 17, 2023. It's always a "feel good" moment when your team won 6 to 4.~ THC
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December 2023 by Lurilla Lee
We had the pleasure of watching the movie Wonka with our Leverage Planners family. What a good time! Much thanks to Dave, Sean, and the rest of the Leverage Planners group.
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December 2023 by Ingrid Carson
What a fun event - thank you!! The movie was fabulous, good for the whole family. And it provided an opportunity for some last minute shopping.
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July 2023 by L F
Leverage planners helps their clients with many facets of financial services. They provide products, information and offer solutions based on your individual needs. Highly recommend!
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June 2023 by Candace Aduddell
Thank you to David Donhoff as he is very financially knowledgeable in explaining the “key” deciding factor of when to start Social Security benefits: Meanwhile, if you start collecting at age 62, your benefits may be up to about 30% smaller. Don't let that sway you too much, though. Remember -- starting to collect at age 62 instead of 70 will give you smaller checks, but you'll receive eight more years' worth of checks -- 96 more of them. Log in to your my Social Security | SSA and do the math! I am a very happy LP Client since 2018. I highly trust and recommend David Donhoff, as he professionally passes all SEC fact-checking: David Wayne Donhoff - Investment Adviser at LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC.
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April 2023 by Deborah Gandolfo
Leverage Planners have been consistently excellent in knowledge and customer service. After having been with several others before, I am staying with Leverage Planners.
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April 2023 by Chris Lensch
Everyone needs a financial advisor who, as a registered fiduciary, puts his clients' interests first. David Donhoff and his team have great investment tools and solid retirement strategies. You can sleep well when you put Leverage Planners to work for you!
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March 2023 by Sandpiper G
We signed up for a comprehensive review with the company. We had 3 separate long appointments and throughout the process Mr. Donhoff was thorough and clear and explained the complex matters with simple languages. We felt very comfortable not one bit pressure. Gone the past of our random piles of accounts, we now have clarity and confidence to proceed with our retirement life. We won't hesitate to refer to anyone that can use Mr. Donhoff and his company's service. Keep the good work up!
