Meet Daniel

Daniel (Dan) Smith

CFBS, CLTC, JD, ChSNC™

Contact info

Email:

dmsmith@financialguide.com

Office:

910-208-2678

Mobile:

475-405-1201

Other:

Website

Focus areas

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

Languages

English

Professional Story

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 Private Wealth & Trust, FSB

CRN202706-6685043

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

MassMutual Carolinas

4350 Congress Street #300
Charlotte, NC 28209

Connect with us 704-557-9600 704-557-9670 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 4350 Congress Street #300, Charlotte, NC 28209, Phone: 704-557-9600.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.