Location Avon, Ohio, United States Regions Great Lakes, Midwestern US Gender Male
Website davemortach.co/ LinkedIn View on LinkedIn X (Twitter) View on X
Dave Mortach is an Ohio-based retirement expert who believes that the success of his clients' plans is the highest priority. He is known for his approach to business and for making his clients feel valued and included in their plans. He also believes that his clients should have the opportunity to have an active role in their retirement plans.
As Dave and his wife become closer in age to most of his clients, Dave has become more aware of how important it is to have a steady source of income when you retire. He also believes that people need to have the necessary one-two punch to ensure their existing funds are not overvalued.
