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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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Dominic & Eileen Pascale

September 7, 2017

When we met Dan, we had invested a fair amount of money in the stock market and were considering moving a TSA account into the market as well. Dan cautioned us against doing that – telling us that we were gambling with our retirement. Dan presented another option, and well, years later, the money we had in the stock market plummeted. Meanwhile, the TSA account with Dan kept all of its principal and even increased when the market rebounded. Our only regret is that we didn’t meet Dan sooner so that all of our money could have been protected!”
 

– Dominic & Eileen Pascale,Folsom, PA

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PA OFFICE: (610) 358-8942
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