Business Information
As a trusted 3(21) fiduciary, Dan provides retirement plan sponsors with advice for optimizing investment lineups, reducing expenses, and expertly managing fiduciary responsibilities. He also provides 3(38) Investment Manager services for those seeking additional fiduciary support. With a focus on customized plan design and ongoing investment monitoring, and the empathetic dedication to employees’ financial wellness, Dan ensures the ideal retirement plan solutions for employers and their employees. Dan serves as a comprehensive resource for employers, financial service professionals, CPAs, and attorneys, helping them design and implement retirement plan solutions tailored to their unique needs & those of their clients.

Opening Times

Monday

09:00am - 06:00pm

Tuesday

09:00am - 06:00pm

Wednesday

09:00am - 06:00pm

Thursday

09:00am - 06:00pm

Friday

09:00am - 06:00pm

Saturday

Closed

Sunday

Closed

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