7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

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PLEASE DO NOT KEEP US A SECRET;

After experiencing our thorough approach to Financial Planning, many clients ask me to speak with their friends, relatives, or colleagues who need assistance.  I consider this a privilege and a compliment.  It may help you to know the standards I use to comply with these requests.

First;  Confidentiality is the cornerstone of my business.  I never share information about one client with another.

Second;  Thoughtful and courteous service is guaranteed.

Third:  I never give advice and counsel to a client without thoroughly understanding their needs.

Referrals and Personal Introductions are my highest form of compensation.  We treat such confidence in our efforts as the greatest possible compliment, and we treat your referrals with the highest degree of appreciation.

If you know of someone who would benefit from this approach – and the process I just described – please let me know. 

Thank you for not keeping me a secret.


David Estatico is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

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