David Marshall, CLTC's Linkedin Analytics

I offer a variety of strategies that can help you meet a number of insurance and financial needs, including, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 375 Woodcliff Drive, 2nd FL, Fairport, NY 14450 585-248-6700 Neither Crystal Clear Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Crystal Clear Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Not licensed in all jurisdictions