TESTIMONIALS
Our clients’ success stories speak volumes about the impact of our work.
Here’s what physicians like you are saying about Physicians Financial:
JULIANA YUN, DDS Periodontist
“Anytime I am concerned or nervous about something, especially with the recent pandemic… having to shutdown my practice for 2.5 months with no income... Because of everything David had done for us, I was able to rest easy, and focus on what I needed to get my practice ready to open back.”
“I would recommend him to anyone. And I have to all my colleagues!”
ANDREA BARONE, DDS Genreral Multi-Specialist
“I always call him for every decision I make. I don’t feel like I need to or have to, but I want to. His opinion is always meritorious—his insight, whether we agree or disagree, is always a way to bounce things off each other and make me a better businessperson.
“His caring is off the charts. His response time is off the charts… I’m very appreciative that he is on my team, and I highly recommend him to anyone!”
ABE SHAHIM, MD OBGYN
“David has been a fantastic friend and resource for almost everything that has to do with my practice. Whenever I need an advisor in any area, my first call is to David, and he’s always got a pathway for me.”
“David is one of the most honest, straightforward, friendly, and caring people I’ve met, particularly in the business world. I’m proud to call him a friend, and I really appreciate all the help and advice he’s given me over the years.”
MELISSA PESSIN, MD
“David has been not only an advisor, but a friend. He took me from having almost no retirement savings after a very difficult divorce to a well balanced and diverse place where I will be more than just ‘OK’ when I retire.”
JULIET CALDWELL, MD Dual Board Certified Internal and Emergency Medicine
“I can’t even tell you how many conversations he has had with me allaying my fears and answering my questions to allow me to gather understanding and make informed decisions. It’s been an enormous sense of security to me.”
“I would wholeheartedly recommend him to any colleague.”
SCOTT MATEER, Orthodontist and Practice Owner
“He is very real and very good at orientating your goals to you specifically. He doesn’t make you follow his path. Everything that is important to you is how he does his investing and planning… he really individualizes it to everyone which is what stuck out to us the most.”
“We’ve had a lot of success with saving and investing and feel comfortable with our money with David.”
SAMUMEET MEHTA, MD Pediatrician
“He was able to formulate a robust plan to address my past, present and future. Within the year, he helped me get by bad debt changed to good debt, my finances to help me get my sister married, and get insurance policies set up such that I can convert based on my affordability.”
“I value David for the person he is, and my message to whoever listens to this testimonial is if you need a genuine individual on your side, there is no one better at what they do than David Michaels!”
BIREN SINGH WALIA, MD Interventional Nephrologist & Medical Director
“Over the (20+) years, I have come to know David really well. He has seen me transition from a resident to a partner in the practice. My wife, who is a physician as well, left her hospital job to start her own practice. That had its own trials and tribulations. We are now well-settled and established in our practices... David has played a critical role in all of this.”
“One of the most admirable characteristics of David is that he is honest and genuine… I respect his sound advice, and I am grateful to have met him. He is, and will remain, a key and essential person on our team.”
THANK YOU!
At Physicians Financial, we are honored to earn the trust of physicians across the country and remain dedicated to delivering exceptional service and results.
To maintain our exceptional customer service, we only take on a select number of new clients each year.
To find out if you are eligible, please reach out to us below to get the conversation started!