Daniel C. Caffrey, CFP, ChFC, CLU assists clients in pursuing their financial dreams by designing plans to help address their goals and objectives. Daniel has been a Financial Representative for 20+ years allowing him to offer his clients a wealth of knowledge and experience.
Daniel's experience includes, but is not limited to, providing clients with an understanding of how to pursue financial independence in their personal and business lives. In order to best serve his clients, Daniel is strongly committed to personal development and staying current in today's fast-paced and changing marketplace.
His vast understanding of the financial issues facing people today serves as a basis for how he works with his clients; helping them realize their financial independence.
He specializes in money management, retirement planning, IRAs, and retirement plan design, implementation and administration.
If you're thinking of retirement and are in need of investment planning, he'd be grateful for the opportunity to assist you.