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Daniel (Dan) Smith

CFBS, CLTC, JD**, ChSNC™

Professional Story

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

English

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 Trust Co., FSB

       

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

MM202503-300856

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Wilmington Satellite Office - Ashes Drive

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