Daniel J. Friedman
- Role
- CEO Partner at Wmgna,llc
- Location
- Farmington, CT, US
- LinkedIn followers
- 500 followers
About Daniel J. Friedman
Daniel J. Friedman is a Founding Partner and CEO of WMGNA, LLC Tax-Out Financial…
Experience
CEO Partner
Jan 1995 — Present
You can find Daniel J. Friedman on Linkedin\'s ProFinder: J. Friedman is a founding partner and the Chief Executive Officer (CEO) of Wealth Management Group of NA, LLC, an all-inclusive tax and wealth management advisory firm headquartered at 10 Talcott Notch Rd. Ste 103, Farmington CT. Since 1995, they have been offering unique membership based one stop tax and financial advisory service for small business owners, executives, and specialty medical/dental practices. They have been recognized by awards such as: CFO of the year award 2010 for Brian Beck, Business Consumer Education Award 2011 and 2015, honorable mention Community Care Award 2015. WMGNA\'s financial philosophy is built around the “Power of True Success™” formula: Great Lifestyle + Money x The Time to Enjoy It=True Success™
Skills
- Wealth Management
- Investment Strategies
- Fixed Income
- High Net Worth Individuals
- Retirement Planning
- Finance
- Estate Planning
- Trusts
- Business Analysis
- Small Business
- Asset Allocation
- Trading
- Wealth
- Business Development
- Leases
- Fixed Annuities
- Management
- Customer Service
- Financial Services
- Hedge Funds
- Etfs
- Personal Finance
- Corporate Finance
- Asset Protection
- New Business Development
- Investments
- Alternative Investments
- Strategic Planning
- Options
- Investment Management
- Life Insurance
- Public Speaking
- Strategy
- Equities
- Private Equity
- Employee Benefits
- Venture Capital
- Business Planning
- Investment Advisory
- Iras
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