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James (Bryan) Daniel

Financial Planner, Investment Advisor Representative, Special Care Planner

LUTCF®

Biography

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how and experience, I help build financial freedom for my clients.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Investment Strategies (Reg. Reps Only)
  • Special Needs (ChSNC Required)

Languages

  • English

CRN202008-234829

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