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Kathryn & Gary Herman

September 7, 2017

“We’ve worked with some of the biggest names in the business, Merrill Lynch and Fidelity, and we felt like their advisors were more interested in themselves than in our financial future. We kept losing money. We never had a plan. Now that we’re with Dan we know he’s looking out for our best interests, and we never have to worry about where our money is coming from. Dan always takes the time to map out our options. We had a big decision to make whether to stick with a pension or take a lump sum payment and he clearly showed us both sides of the issue to help us make the right decision.”

–Kathryn & Gary Herman, Springfield PA

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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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