Daniel Peffley

Credentials:
  • CFS®
  • CLTC®

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

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Toledo Satellite Office - Kings Pointe Drive

Satellite Office

7616 King's Pointe Dr. Suite 200,
Toledo, OH 43617

CRN201912-180567