Dan is a fantastic financial planner!! He cares about his clients, and has the capacity that only experienced people have, to make things simple in a complicated matter. He has walked us through the whole process, reviewed every account and even helped us with a budget !! He even sent us a book on wealth management!! Amazing people person and true quality guy!! We are so glad to be working with him!! I recommend him without a doubt !!
Relationship to Financial Advisor: Client as of Jul 25, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.