Congratulations Dan
On Being Named a
2009 FIVE STAR Wealth Manager
Daniel C. Danese
Kennett Square, PA 19348
(610) 444-9920
ddanese@legacysolutions.org
www.legacysolutions.org
With a dedication to customer service, Daniel continues to advise clients on setting personal goals and creating custom financial plans aimed at achieving their objectives
- Holistic financial advice driven by our clients’ unique goals and objectives
- A coordinated approach to retirement, estate and business planning
- Custom investment and income strategies tailored to our clients’ individual needs
Area of Focus: Financial advice anchored in client values
Designations: CERTIFIED FINANCIAL PLANNER (Trademark), Chartered Life Underwriter (CLU)
Advisor is licensed/registered to do business with U.S. residents in the states of: PA, DE, MD, NJ, FL, IL, CO, MA, NV and VA
Securities and Investment Advisory Services offered through Capital Analysts Incorporated: Member FINRA/SIPC.
Capital Analysts Incorporated and Legacy Solutions Incorporated are independent non-affiliated entities.
Legacy Solutions, Inc. and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Legacy Solutions, Inc. clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.