CONTACT US

Pennsylvania Office

P (610) 358-8942

F (610) 358-8943

Delaware Office

P (302) 449-0111

F (302) 449-1888

OUR LOCATIONS

51 Woodland Drive
Glen Mills, PA  19342


291A Carter Drive
Middletown, DE 19709

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CONTACT US

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC. a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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Retirement Planning Services Since 1987

Expert retirement and financial guidance to help you find the perfect financial solution for you.

The key to realizing your dreams for tomorrow is by starting to think about them today. Your financial security is our most important goal.

FEATURED IN

DAN WHITE IS AN OFFICIAL

ED SLOTT MASTER ELITE IRA ADVISOR

 

Daniel A. White & Associates, LLC

Daniel A. White & Associates was founded in 1987 and specializes in addressing the distinctive financial needs of those nearing retirement and those who have already retired. Dan White, Firm Founder and Income Planning Specialist, is one of a handful of Financial Specialists in the tri-state area who focuses his practice on income and transitional planning. Today, Daniel A. White & Associates has five financial professionals, with years of experience & expertise. They service over 900 clients across four states: Pennsylvania, Delaware, Maryland, & New Jersey. 

Dan White is a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CHFC®), and Retirement Income Certified Professional (RICP®). He is a member of the Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT), The National Association of Insurance & Financial Advisors (NAIFA), and The Independent Excellence Group. In addition he is a member of Ed Slott's Elite Advisor Group.

Dan White
President & CEO
CALL US TODAY!
PA OFFICE: (610) 358-8942
DE OFFICE: (302) 449-0111