Dave Mortach

Dave Mortach is a Retirement Investor at Mortach Financial Services. He is an economic specialist living and working in Avon, Ohio. Dave's priority is creating actionable, effective retirement plans for his clients.

After twenty years of working in the financial industry, Dave decided to establish his own company. His goal was to help his fellow Northeast Ohio residents build their retirement funds. He was able to do so through his transparent process and by educating his clients about the importance of investing in their own savings.

Dave grew up in North Olmsted, Ohio, and was the son of a firefighter. His strong work ethic and loyalty to his family were instilled in him throughout his childhood. Even though he entered the financial industry during a turbulent period in the stock market's history, none of his customers lost money.

Due to his extensive industry knowledge and experience, Dave is regularly consulted by financial experts. Recently, he was invited to a panel discussion with Robert Shiller, a Nobel Prize-winning economist. One of Dave's specialties is helping his customers take advantage of the gains from stock market advances while also protecting them from the inevitable lows.

Through his personalized retirement plan, Dave can help his customers achieve their goals while managing their financial situation. He utilizes his analytical knowledge and statistical brilliance to create a plan that fits their specific needs.

Dave and his wife follow the same investment strategies. As a result, Dave is able to put himself in the same position when making a decision regarding his customers' financial situation. He understands that a twofold drop in income is not a good thing.

After 19 years in the financial services industry, Dave has an A+ rating from the Better Business Bureau. He is the host of a radio program that focuses on retirement wealth planning. He also regularly appears on various television programs such as the Today Show and New Day Cleveland.

Due to his extensive experience and industry knowledge, Dave is regularly consulted by various financial firms. Recently, he was invited to participate in a panel discussion with Nobel Prize-winning economist Robert Shiller. One of Dave's specialties is helping his customers take advantage of the stock market's advances while also managing their risks.

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