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

Daniel M. Abelson, CFP®

Managing Member

Abelson & Company, LLC

6636 Main Street, Suite 4
Williamsville, NY 14221-5967
FINANCIAL ADVISOR'S WEBSITE
(716) 634-3692

General

Daniel Abelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Abelson & Company, LLC in Williamsville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, AZ, CA, FL, GA, MD, NJ, NC, OH, PA, RI, SC, VA,
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities: same

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources