Daniel B. Carey,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel B. Carey, CFP®

Vice-President

Mentor Capital Management Inc

257 N. West Ave., Ste 205
Elmhurst, IL 60126
FINANCIAL ADVISOR'S WEBSITE
(630) 530-1110

General

Daniel Carey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mentor Capital Management Inc in Elmhurst, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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