Daniel "Dan" Smith

Credentials:
  • CFBS
  • CLTC®
  • JD**
  • ChSNC™

Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving

Languages: English

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

  • Advisory services
  • 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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Wilmington Satellite Office - Ashes Drive

Satellite Office

1015 Ashes Dr. Suite 200
Wilmington, NC 28405

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CRN201912-180567