I have been working with Dale since the end of medical school in 2015 and have had an excellent experience the entire time. As someone who has very little financial literacy, he has made it easy for me to navigate insurance, investing, and generally managing my finances. He is always available, quick to respond, and explains everything clearly and thoroughly. There are many companies out there that offer similar services but with Dale, I feel like he personally cares about my goals and needs. I would highly recommend him to anyone looking for a financial advisor and plan to continue working with him in the future!
Dr. John Stirrat
I have been very pleased with the service I have received from Dale at Abrams Financial for the past nine years. He understands the financial pathway of a physician from medical school through the transition to practice. His insights and experience come through every time I meet with him. He clearly cares about the wellbeing of his clients and their families, and conducts his business with the utmost care, and professionalism. He worked with us to develop a sound and cashflow conscious insurance plan during residency that set us up for success in the transition to practice. He continues to be a trusted and valued professional as my practice expands in scope and complexity. I would strongly recommend Abrams Financial to my colleagues.
Dr. Daniel Soong
I have been with Abrams financial since 2014. Financially, they have been an incredible help through my transition to residency and my transition into practice. Dale and Justin produce great results, are realistic and are incredibly approachable. They really go the extra mile for you and without a doubt, I will be using Abrams Financial throughout my career.
Dr. Christine Ibrahim
I have been with Dale of Abrams Financial since 2012. When I was finishing medical school, many companies tried to sell me insurance products, and it was very much about meeting a ‘bottom line.’ However, Dale was more interested in seeing what I wanted to do, and what my future plans and goals were. We worked together to make decisions, and I have nothing but trust and comfort in Dale. I would recommend Dale and the rest of Abrams Financial team to any physician looking for a financial advisor who they can trust wholeheartedly.