Home About Us Our Financial Services Representatives Profile
daniel-dan-smith_ca9a3b8636834d91a8a2809f23d13fe4-headshot

Daniel (Dan) Smith

CFBS, CLTC, JD**, ChSNC™

dmsmith@financialguide.com
Phone: (910) 208-2678
Mobile: (475) 405-1201
Other: Website
Professional Story
Focus Areas

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Special Needs (ChSNC Required), Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving

Languages

English

Biography

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

       

**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

MM202503-300856

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

Wilmington Satellite Office - Ashes Drive

1015 Ashes Dr. Suite 200 Wilmington, NC 28405
Get Directions
Wilmington Satellite Office - Ashes Drive Office