Daniel Jeffery
CERTIFIED FINANCIAL PLANNER (tm) Practitioner, Chartered Retirement Planning Councilor, Certified Plan Fiduciary Advisor, at Best Times Financial Planning
- Role
- Certified Financial Planner at Best Times Financial
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Jeffery
Converge Wealth Partners is built on the simple idea: people deserve clarity and guidance…
Experience
Certified Financial Planner
Sep 2015 — Present · Syracuse, NY, US
Skills
- Long Term Care
- Retirement Planning
- Wealth Accumulation
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Personal Financial Planning
- Equities
- Financial Planners
- Investments
- Life Insurance
- Financial Modeling
- Employee Benefits
- Asset Management Programs
- Securities
- Estate Planning
- Financial Analysis
- Funding
- Asset Allocation
- Personal Finance
- Risk Management
- Wealth Management
- Estate/Asset Protection Strategies
- Iras
- Wealth
- Asset Management
- Retirement Income Strategies
- Business Planning
- Charitable Giving
- Financial Planning
- Ira's
- Insurance
- Certified Financial Planner™
- Series 7
- Financial Services
- Long Term Care Insurance
- Annuities
- Fixed Annuities
- Succession Planning
- Investment Advisory
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