Daniel T. Monaghan,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel T. Monaghan, CFP®

Financial Advisor

Allen Capital Group

3032 w stolley park rd, 715 16th St
Grand Island, NE 68801
(800) 203-5624
(308) 385-1500

General

Daniel Monaghan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allen Capital Group in Grand Island, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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