Focus: Insurance Strategies, Investment Strategies, Business Owners
Dennis D. D’Andrea lives by a statement of belief: “Doing the right things, the right way, with the right people every day!” – a true WIN – WIN – WIN philosophy.
Dennis has taken his belief and incorporated it into his professional life, specializing in the advisement of business owners, and their respective companies, as well as, the protection of corporate executives’ most valuable assets. His areas of expertise in the financial services industry include: life insurance as collateral for business owners/borrowers, the integration of personal and professional financial design; providing income insurance on professionals in corporate America; and the review and analysis of retirement plans.
He has established a solid reputation for outstanding dedication and exemplary service to his clients. What differentiates Dennis’s financial design firm from others is that he surrounds himself with highly qualified specialists in a variety of expertise. This collaboration provides his clients with a team of professionals serving their needs, coordinating the right products and services for the best possible solution. Dennis manages to quarterback the strategy to fulfill his clients’ goals.
Dennis graduated from Malvern Prep and then went to earn a Bachelor of Science in Business Administration from Villanova University. He worked in the family concrete construction company and after 12 years of construction management and ownership, he decided to focus on his desire to be in the financial services industry.
He has his Life, Accident, Health, Property and Casualty Licenses. He also earned his FINRA Series 6, 63, & 65 registrations, and is a Corporate Registered Investment Advisor. He has the designation of CFBS, (Certified Family Business Specialist).
In 1997, Dennis joined MassMutual Greater Philadelphia, providing a wide variety of financial products and services to help solve today’s problems and to prepare or the future. In January 2008, Dennis launched 3D Financial Group. Throughout his career, Dennis has been recognized with many awards and was the President of the MMGP AAX for seven years. He has written articles for several association newsletters and business magazines, and awards, such as Leaders Club and Quota Buster, and Quality Business. He formed and facilitated two professional networks: MAGnet and On TARGET for the past nine and seven years, respectively.
Dennis and his wife Maria, reside in Broomall, Delaware County, PA with their Miniature Pinscher, Sophia. Dennis appreciates fitness and nutrition, reading self-improvement books, daily meditation and prayer.
Check the background of this investment professional on FINRA’s BrokerCheck
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004