Dave Kochamba

The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our website.

May 5, 2026

I appreciate that he reaches out a couple of times each year to give me an update and see what I might need. He and Nick Brink have been proactive to offer help with asset summary, beneficiary designation and RMD distribution which I very much needed.

Nancy C.

Apr 30, 2026

Dave is always helpful and answers our questions even though we should have known the answers ourselves. He explains items clearly.

MARJORIE S.

Apr 29, 2026

Always there when we need him and handles our needs

Bob G.

Apr 29, 2026

David has been a great listener… His execution has been flawless to date. He and his team are responsive… i am very pleased with H-B & David and they have earned our trust.

Anonymous

Apr 29, 2026

I've enjoyed working with David and his team for years now. David keeps me well informed on the status of my portfolio and responds timely to my questions and requests. He is a great resource when trying to determine the best investment strategies to pursue in this challenging economic environment.

James K.

Apr 29, 2026

Very responsive. Always available.

Joe R.

Apr 29, 2026

If Dave were rating me, it would be much worse! I've had a very ill adult child who has been in and out of the hospital every month or so and I've not been very attentive to what I need to provide Dave.

Margery S.

Apr 29, 2026

Great

GEORGE T.

Apr 29, 2026

David has always responded to our questions and request in a timely manner. He is a caring person.

P.T.

Apr 29, 2026

Dave is great. He’s highly responsive, provides the right level context and detail, collaborates in a way that is consultative not just agreeable. He’s been a pleasure to work with.

Nick F.

Apr 29, 2026

Good

John U.

Apr 29, 2026

David is an organized, responsive, proactive and courteous professional. My entire family appreciates his efforts and enjoys working with him.

Faust I.

Apr 29, 2026

Dave is accessible, courteous, attentive, kind, and helpful. David is always willing to go the extra mile whenever necessary.

Jasmine C.

Apr 29, 2026

David is great. Smart, responsive, responsible and trustworthy. Also a nice guy.

Peter W.

Apr 29, 2026

Very friendly and very prompt. I value his judgment and knowledge.

Lowell F.

Apr 29, 2026

Always available and willing to explain everything.

Josh S.

Apr 30, 2025

Anyone would be fortunate to work with David Kochamba as their trusted financial advisor. He and his team work seamlessly together to provide the highest level of service. David takes personal interest in his clients and works diligently throughout the year. From tax season to graduation to year end planning, David is an extremely valuable resource.

Jeff S.

Apr 29, 2025

David has always been very thorough in his annual presentation and always provided a quick response when I have had follow-up questions

Dirk W.

Apr 29, 2025

he always has the answer to any questions I have. He explains things to me so I can understand them, I am eighty eight years old and have very little knowledge about investing and it is a great comfort for me to have someone I trust to take of my money,

Joan D.

Apr 28, 2025

We fell fortunate to have David as our advisor at H.P. Our meetings have always provided meaningful feedback on our accounts. We always look forward to our meetings with David. Our questions are always answered with meaningful insight.

William S.

Apr 27, 2025

Positive Prompt in responding to questions Provided suggestions for changes to investments; upside and downside to change Knowledge of my portfolio Great sense of humor

Dennis B.

Apr 26, 2025

I appreciate his quick responses to all questions and requests. He communications well when explaining options regarding the portfolio. David is clearly up to date on current investment topics that impact our financial goals. I have no problems working with and entrusting our portfolio with David.

Pat H.

Apr 25, 2025

David keeps me informed on the performance of my investments and is responsive to all inquiries concerning my portfolio. David's advice in managing my account has been very useful and beneficial.

James K.

Apr 25, 2025

David is the BEST! I am very confident in him.

Pat S.

Apr 25, 2025

David is the consummate professional and really knowledgeable about the markets and strategic planning.

Rob R.

Apr 25, 2025

My experience with Dave Kochamba (and his associate Kory Gildea) has been exceptional. Dave and Kory are incredibly responsive, reliable, and a true pleasure to work with. They're not just knowledgeable and highly effective at their jobs (which of course they are), but also truly kind and generous with their time. They consistently go above and beyond and I am so grateful for all the work they've done on my behalf.

Anonymous

Apr 25, 2025

I have worked for years with Dave and he has always been responsive and patient with every question I have asked him.

Donna A.

Apr 25, 2025

David is accessible, knowledgeable, proactive, and considerate. He is always available to offer advice to facilitate whatever is needed to fulfill a request. At the same time, he respects our point of view as the client. A great advocate. Of equal importance, the team which he manages is always consistently prompt, detailed and conscientious. The level of service is consistent and they all compliment each other well. This reflects very well on David in our estimation.

F.I.

Apr 25, 2025

He has been very helpful and responsive to my questions and issues. While I know I’m not one of the larger clients, I do appreciate the attention that he gives.

Adam R.

Apr 25, 2025

I have no complaints or issues. Dave is very responsive to our questions and needs.

Rhonda S.

Apr 25, 2025

Always there to answer any questions and concerns. One of the best!

Joshua S.