David has been a trusted advisor for the insurance and estate planning needs of our executives for the past two decades. We value his experience and knowledge. In the past several years, David has identified solutions with beneficial financial and tax planning results which we have utilized.

David Kottler is a passionate, genuine, and caring person who would do almost anything to help another human in need of help that his skill set and abilities have allowed him to be able to do in this life When it comes to Jewish philanthropy and or the Hebrew word (tzedakah), I would recommend David. (From: Current board member with the Cleveland Hillel in Cleveland, Ohio, and the corporate executive leadership committee with Hattie Larlham and co-owner of Majestic Steel USA, Inc.)

I have known David for over ten years. We have collaborated on various projects with an emphasis on helping local charities through advanced planning techniques. His education, as well as being an attorney and a seasoned businessman, helps make complicated matters easy to understand. I have seen David utilize his “outside the box” thinking to resolve a potential or existing problem for clients. In some cases, the client was not even aware they had a problem. I highly recommend him.

David’s unique ability is his honesty, integrity, and negotiating skills. I believe he is one of the best negotiators and also has the characteristics of determination and persistence. He gets things done and shows great intelligence for the financial and insurance business.