“When we retired, Dan helped us with our company retirement plans and we have been very pleased. Dan has always been available to answer all of our questions regarding ou...

“I have worked with Dan for several years. He handled my account when I retired from the phone company. Dan has always been there to answer any questions I had. If he did...

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 do...

"Linda and I were stressed about our finances. We kept waiting for everything to get better, but it only got worse. Since our first meeting with Dan, the stress is gone....

“I worked with other advisors for 10 years and got nowhere – I kept putting money in, but had no idea where it was going. With Dan, I know my money is protected. Now I ca...

“I used to worry about losing money – I’m just the type of person who wants safety and security rather than risk. Dan listened and did what was best for my goals. Now I n...