Daniel J. Crocker,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel J. Crocker, CFP®

Sage Financial, LLC

2137 Embassy Drive, Suite 117
Lancaster, PA 17603
FINANCIAL ADVISOR'S WEBSITE
(717) 399-5455

General

Daniel Crocker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Financial, LLC in Lancaster, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA,FL
  • Health/disability insurance: PA,FL
  • Fixed annuities: PA,FL
  • Variable annuities: PA,FL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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