Website: www.flxinvestments.com
Dan has been helping people obtain their financial goals for over 30 years. His objective is to make the financial planning and wealth management process easy to understand and put his clients at ease. No question or detail is unimportant and both he and his staff spend a lot of time getting to know clients in personal ways. “Each client deserves honest, objective, unbiased advice and great service. My job is to provide good news in the darkest of times because of proper planning”. New clients arrive by referrals from existing clients because of his attention to details. “If you take care of clients, they will take care of you”, Dan says. Faith, family, character, honesty and friendship are at the core of his personality. Dan enjoys music, sports, reading and volunteering, but most of all, spending time with family and friends. He is a graduate of SUNY Brockport with a BS degree in Finance and he is the founding owner of Finger Lakes Investments Corp.