Daniel Blum


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

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    Roseville Satellite Office

    Satellite Office

    2241 Douglas Blvd., Suite 100
    Roseville, CA 95661

    CRN201912-180567