“I was new to investing, and I worked Dan. He made me feel comfortable with investing and setting up my portfolio. Trusting somebody with my hard-earned money was always a challenge for me, but Dan set my mind at ease, and has shown me great options within my risk tolerance. I feel much better about my ability to retire now! I would highly recommend Dan to anyone looking to invest.”
Investing
“I was new to investing, and I worked Dan. He made me feel comfortable with investing and setting up my portfolio. Trusting somebody with my hard-earned money was always a challenge for me, but Dan set my mind at ease, and has shown me great options within my risk tolerance. I feel much better about my ability to retire now! I would highly recommend Dan to anyone looking to invest.”