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

    See Daniel’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Daniel

    Roseville Satellite Office

    Satellite Office

    2241 Douglas Blvd., Suite 100
    Roseville, CA 95661

    CRN201912-180567