Dan has held a number of positions over his career in the financial services industry and which has given him a broad range of knowledge and experience serving clients in the areas of insurance, investments, retirement, college planning and estate planning. As an advisor for CUSO Financial Services LP, Dan’s philosophy and personal approach is to work with each member to gain a greater understanding of their unique circumstances and goals, to match those needs and desires with the most effective investment solutions, and to offer an unparalleled level of service and support.
We are very pleased to have Dan on board. Please feel free to contact him to discuss your financial future. We believe it is important to review your accounts with a financial professional on a regular basis in order to give you the best opportunity to achieve your financial goals.
Contact Dan today at:
Office: (413) 205-2089
Fax: (413) 568-1858
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.