What are you looking for?
As an Investment Advisor Representative, Daniel acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.
Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.
I am licensed to offer products and services in CT. Licenses will vary.
Domiciled in CT.
CA Insurance License No. 4173883
Check the background of this investment professional on FINRA’s BrokerCheck