Mbs Financial Group

Daniel Financial Management Group, LLC provides independent advice from independent advisors. Helping a variety of clientele, such as dual income families, seniors, professionals and businesses, establish and achieve their financial goals is our No. 1 priority. We specialize in total financial planning including: tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies, financial & investment strategies, annuity products as well as company benefits and debt/mortgage planning. Our qualifications include: Certified Financial Planner™, Chartered Retirement Planning Counselor, Certified Senior Advisor, Registered Investment Advisor, Chartered Property Casualty Underwriter, Registered Health Underwriter™, Certified Public Accountant, MBA.

Direct Financial Services is a financial institution based in New York, NY, specializing in a range of financial products and services. They strive to provide personalized solutions to meet the unique needs of each client. With a team of experienced professionals, Direct Financial Services offers expertise in areas such as investment management, retirement planning, and wealth preservation. Their commitment to transparency and integrity sets them apart in the competitive financial services industry. Generated from their business information