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Daniel Hoffmann

  • Financial Advisor
  • Investment Advisor Representative

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.

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 66 Securities Licenses
  • Graduate of Salve Regina University earning his bachelor’s in financial management with a marketing minor

Personal

  • While at Salve Regina, Daniel was part of the Student Athlete Advisory Committee, the football team and the accounting and finance club
  • Currently resides in Trumbull, CT
  • Outside of work, Daniel’s interests include playing golf and basketball and dog care

 

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

Daniel Hoffmann

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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