Daniel M. Amiot, II CFP<sup>&reg;</sup> - Financial Advisor

Daniel M. Amiot, II CFP®

AIFA®

Financial Advisor

Advance Capital Management, Inc.

5005 Rockside Rd, Suite #215
Independence, OH 44131
FINANCIAL ADVISOR'S WEBSITE
(800) 457-4304
216.520.1437

General

Daniel Amiot is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advance Capital Management, Inc. in Independence, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Life Planning, Starting a Family, Men's Finances, Women's Finances

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